Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,600,019
+$1,528,137 QoQ
Shares Held
31,573
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#665
of 2,723 holders
Holding Since
Mar 2024
10 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, 2026Glass Wealth Management Co LLC holds $6,600,019 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
31,573 | $6,600,019 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,600,019 | 31,573 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,071,882 | 30,819 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,320,396 | 29,969 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,343,740 | 27,326 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,427,968 | 24,336 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,825,280 | 24,216 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,438,190 | 27,348 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,687,619 | 25,783 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,400,107 | 24,695 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,243,832 | 23,830 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||