Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,000,256
+$211,308 QoQ
Shares Held
4,785
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,399
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Palacios Wealth Management, LLC holds $2,157,284 across 3 Capital Markets names. MS ranks #1 (46.4% of the industry book) .
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000,256 | 4,785 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $788,948 | 4,794 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $902,740 | 5,085 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $818,644 | 5,150 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $725,429 | 5,150 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||