Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$219,701
New position
Shares Held
1,051
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#2,337
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026SARD WEALTH MANAGEMENT GROUP, LLC holds $219,701 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
|
1,051 | $219,701 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,701 | 1,051 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||