PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Position in MS — Morgan Stanley
CIK 2026926
MINNEAPOLIS, MN
Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,038,140
+$470,282 QoQ
Shares Held
9,750
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,063
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC holds $6,722,805 across 2 Capital Markets names. MS ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,632 | $4,684,665 | |
| 2 | MS |
Morgan Stanley
This page
|
9,750 | $2,038,140 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,038,140 | 9,750 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,567,858 | 9,527 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,421,305 | 8,006 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||