Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,662,846
+$2,628,926 QoQ
Shares Held
22,306
+80.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#766
of 2,722 holders
Holding Since
Mar 2026
2 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, 2026VCI Wealth Management LLC holds $7,016,561 across 2 Capital Markets names. MS ranks #1 (66.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
22,306 | $4,662,846 | |
| 2 | SCHW |
Schwab Charles Corp
|
25,509 | $2,353,715 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,662,846 | 22,306 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,033,920 | 12,359 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||