Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$515,701
+$128,962 QoQ
Shares Held
2,467
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,772
of 2,723 holders
Holding Since
Dec 2023
11 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, 2026Darden Wealth Group Inc holds $1,192,916 across 2 Capital Markets names. MS ranks #2 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
14,809 | $677,215 | |
| 2 | MS |
Morgan Stanley
This page
|
2,467 | $515,701 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,701 | 2,467 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $386,739 | 2,350 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $417,195 | 2,350 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $373,556 | 2,350 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $337,500 | 2,396 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $279,541 | 2,396 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $301,225 | 2,396 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $249,759 | 2,396 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $232,867 | 2,396 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $225,607 | 2,396 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $223,427 | 2,396 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||