Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$590,747
+$108,722 QoQ
Shares Held
2,826
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,693
of 2,723 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $894,158 across 2 Capital Markets names. MS ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,826 | $590,747 | |
| 2 | GS |
Goldman Sachs Group Inc
|
300 | $303,411 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,747 | 2,826 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $482,025 | 2,929 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $534,542 | 3,011 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $480,218 | 3,021 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $423,847 | 3,009 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $351,060 | 3,009 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $378,291 | 3,009 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||