Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,522,438
+$424,921 QoQ
Shares Held
7,283
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,207
of 2,723 holders
Holding Since
Sep 2024
8 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $1,828,292 across 2 Capital Markets names. MS ranks #1 (83.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
7,283 | $1,522,438 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
3,050 | $305,854 |
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,522,438 | 7,283 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,097,517 | 6,669 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,189,451 | 6,700 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,046,274 | 6,582 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $923,337 | 6,555 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $757,888 | 6,496 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $909,961 | 7,238 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $807,860 | 7,750 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||