Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$297,882
+$63,370 QoQ
Shares Held
1,425
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,135
of 2,723 holders
Holding Since
Mar 2026
2 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, 2026Brady Martz Wealth Solutions, LLC holds $297,882 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
|
1,425 | $297,882 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,882 | 1,425 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $234,512 | 1,425 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||