Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$33,028
+$7,026 QoQ
Shares Held
158
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,608
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, 2026Private Wealth Management Group, LLC holds $478,604 across 17 Capital Markets names. MS ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
279 | $282,172 | |
| 2 | SCHW |
Schwab Charles Corp
|
481 | $44,381 | |
| 3 | MS |
Morgan Stanley
This page
|
158 | $33,028 | |
| 4 | SNEX |
StoneX Group Inc.
|
296 | $23,344 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
226 | $22,663 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
49 | $13,802 | |
| 7 | EVR |
Evercore Inc.
|
32 | $10,926 | |
| 8 | MC |
Moelis & Co
|
147 | $9,616 |
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,028 | 158 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $26,002 | 158 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $28,049 | 158 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $28,294 | 178 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $25,073 | 178 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $20,767 | 178 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $22,378 | 178 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $18,554 | 178 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $16,813 | 173 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,289 | 173 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $16,132 | 173 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||