Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$971,199
+$213,026 QoQ
Shares Held
4,646
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,415
of 2,721 holders
Holding Since
Sep 2024
8 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $2,343,841 across 3 Capital Markets names. MS ranks #1 (41.4% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,199 | 4,646 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $758,173 | 4,607 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $722,014 | 4,067 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $504,220 | 3,172 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $441,877 | 3,137 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $366,576 | 3,142 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $318,071 | 2,530 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $289,265 | 2,775 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||