ONE WEALTH CAPITAL MANAGEMENT, LLC

Position in MS — Morgan Stanley

CIK 2050308 SCOTTSDALE, AZ

Position in MS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$322,757

New position

Shares Held

1,544

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,085

of 2,723 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ONE WEALTH CAPITAL MANAGEMENT, LLC holds $887,142 across 3 Capital Markets names. MS ranks #1 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	1,544	$322,757
2	GS	Goldman Sachs Group Inc	290	$293,297
3	PJT	PJT Partners Inc.	1,796	$271,088

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,757	1,544	—	Shares	Sole	2026-07-24
No filing history on record for this holder in this stock.