Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$329,447
-$179,074 QoQ
Shares Held
1,576
-49.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,064
of 2,723 holders
Holding Since
Sep 2024
6 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, 202649 WEALTH MANAGEMENT, LLC holds $329,447 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
|
1,576 | $329,447 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,447 | 1,576 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $508,521 | 3,090 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $317,068 | 1,786 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $276,908 | 1,742 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $231,714 | 1,645 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $204,623 | 1,963 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||