Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$384,006
+$81,691 QoQ
Shares Held
1,837
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,984
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, 2026Expressive Wealth LLC holds $905,872 across 2 Capital Markets names. MS ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
516 | $521,866 | |
| 2 | MS |
Morgan Stanley
This page
|
1,837 | $384,006 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,006 | 1,837 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $302,315 | 1,837 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $326,122 | 1,837 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||