Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$548,939
+$120,070 QoQ
Shares Held
2,626
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,732
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Cove Private Wealth, LLC holds $877,634 across 2 Capital Markets names. MS ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,626 | $548,939 | |
| 2 | GS |
Goldman Sachs Group Inc
|
325 | $328,695 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,939 | 2,626 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $428,869 | 2,606 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $462,643 | 2,606 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $414,249 | 2,606 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $367,081 | 2,606 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||