Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$50,169
+$18,572 QoQ
Shares Held
240
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,571
of 2,722 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HIGHLINE WEALTH PARTNERS LLC holds $7,823,929 across 10 Capital Markets names. MS ranks #3 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,561 | $7,646,968 | |
| 2 | SCHW |
Schwab Charles Corp
|
895 | $82,581 | |
| 3 | MS |
Morgan Stanley
This page
|
240 | $50,169 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
147 | $14,741 | |
| 5 | EVR |
Evercore Inc.
|
25 | $8,536 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
137 | $8,161 | |
| 7 | IREN |
IREN Ltd
|
157 | $7,179 | |
| 8 | NMR |
Nomura Holdings Inc
|
319 | $2,800 |
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,169 | 240 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $31,597 | 192 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $46,157 | 260 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $41,329 | 260 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $26,904 | 191 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $20,417 | 175 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $16,720 | 133 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $8,443 | 81 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $10,204 | 105 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $376 | 4 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $373 | 4 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $16,824 | 206 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $17,421 | 204 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $17,911 | 204 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $1,445 | 17 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||