Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$631,509
+$134,344 QoQ
Shares Held
3,021
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#1,660
of 2,723 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, 2026Code Waechter LLC holds $633,479 across 2 Capital Markets names. MS ranks #1 (99.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,021 | $631,509 | |
| 2 | ATCH |
AtlasClear Holdings, Inc.
|
10,000 | $1,970 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,509 | 3,021 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $497,165 | 3,021 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $536,318 | 3,021 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $699,741 | 4,402 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $624,291 | 4,432 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $505,181 | 4,330 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $392,623 | 3,123 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $322,622 | 3,095 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||