Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,903,309
+$426,294 QoQ
Shares Held
9,105
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#1,096
of 2,723 holders
Holding Since
Dec 2024
6 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Chung Wu Investment Group, LLC holds $3,708,604 across 2 Capital Markets names. MS ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
9,105 | $1,903,309 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,785 | $1,805,295 |
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,903,309 | 9,105 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,477,015 | 8,975 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,722,928 | 9,705 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,535,553 | 9,660 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $183,118 | 1,300 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $264,012 | 2,100 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||