Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,397,669
+$476,112 QoQ
Shares Held
30,605
-14.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#680
of 2,722 holders
Holding Since
Sep 2024
6 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, 2026GC Wealth Management RIA, LLC holds $17,479,724 across 5 Capital Markets names. MS ranks #1 (36.6% of the industry book) .
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,397,669 | 30,605 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,921,557 | 35,982 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,350,958 | 35,774 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,994,097 | 50,290 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,048,210 | 21,640 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $578,636 | 5,551 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||