Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$456,334
+$170,312 QoQ
Shares Held
2,183
+25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,850
of 2,723 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PRECEDENT WEALTH PARTNERS, LLC holds $456,334 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,183 | $456,334 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,334 | 2,183 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $286,022 | 1,738 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $308,547 | 1,738 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $262,601 | 1,652 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $243,546 | 1,729 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $201,722 | 1,729 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $232,959 | 1,853 | Shares | Sole | 2025-01-21 | |
| 2023-12-31 | $244,874 | 2,626 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||