Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$18,813
+$4,825 QoQ
Shares Held
90
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,653
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $69,744 across 10 Capital Markets names. MS ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
19 | $19,216 | |
| 2 | MS |
Morgan Stanley
This page
|
90 | $18,813 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
69 | $6,919 | |
| 4 | SF |
Stifel Financial Corp
|
94 | $6,558 | |
| 5 | SCHW |
Schwab Charles Corp
|
68 | $6,274 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
76 | $4,527 | |
| 7 | BGC |
BGC Group, Inc.
|
396 | $4,233 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
13 | $1,743 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,813 | 90 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $13,988 | 85 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $7,988 | 45 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $7,153 | 45 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||