Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,941,610
+$723,042 QoQ
Shares Held
14,072
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#939
of 2,723 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Quadcap Wealth Management, LLC holds $4,951,248 across 5 Capital Markets names. MS ranks #1 (59.4% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,941,610 | 14,072 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,218,568 | 13,481 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,391,151 | 13,469 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,183,951 | 13,739 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,966,405 | 13,960 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,631,629 | 13,985 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,403,789 | 11,166 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,175,306 | 11,275 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,072,297 | 11,033 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,074,930 | 11,416 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,238,080 | 13,277 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||