Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$406,164
-$1,315,567 QoQ
Shares Held
1,943
-81.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,934
of 2,723 holders
Holding Since
Dec 2023
8 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, 2026Mosley Wealth Management holds $844,598 across 8 Capital Markets names. MS ranks #1 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,943 | $406,164 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
2,232 | $223,824 | |
| 3 | GS |
Goldman Sachs Group Inc
|
208 | $210,364 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
32 | $1,599 | |
| 5 | SCHW |
Schwab Charles Corp
|
13 | $1,199 | |
| 6 | IREN |
IREN Ltd
|
21 | $960 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4 | $348 | |
| 8 | NMR |
Nomura Holdings Inc
|
16 | $140 |
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,164 | 1,943 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,721,731 | 10,462 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,888,386 | 10,637 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $1,419,504 | 11,291 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $550,595 | 5,282 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $454,849 | 4,680 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $455,734 | 4,840 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $464,012 | 4,976 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||