Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$999,629
+$212,656 QoQ
Shares Held
4,782
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
#1,400
of 2,723 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Blake Schutter Theil Wealth Advisors, LLC holds $999,629 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,782 | $999,629 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $999,629 | 4,782 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $786,973 | 4,782 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $848,238 | 4,778 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $787,169 | 4,952 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $711,765 | 5,053 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $589,533 | 5,053 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $635,263 | 5,053 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $525,995 | 5,046 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||