Greykasell Wealth Strategies, Inc.

Position in MS — Morgan Stanley

CIK 2041220 DANVILLE, CA

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$200,260

+$42,767 QoQ

Shares Held

958

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,444

of 2,731 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Greykasell Wealth Strategies, Inc. holds $2,539,923 across 4 Capital Markets names. MS ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,741	$1,760,795
2	SCHW	Schwab Charles Corp	6,081	$561,093
3	MS	Morgan Stanley This page	958	$200,260
4	SNEX	StoneX Group Inc.	225	$17,775

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,260	958	+0.1%	Shares	Sole	2026-08-11
2026-03-31	$157,493	957	+8.9%	Shares	Sole	2026-05-07
2025-12-31	$156,048	879	+375.1%	Shares	Sole	2026-02-11
2025-09-30	$29,407	185	+65.2%	Shares	Sole	2025-11-04
2025-06-30	$15,776	112	0.0%	Shares	Sole	2025-08-11
2025-03-31	$13,067	112	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.