Position in MS
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$37,836
+$8,872 QoQ
Shares Held
181
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,595
of 2,723 holders
Holding Since
Dec 2024
6 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, 2026Noble Wealth Management PBC holds $460,746 across 8 Capital Markets names. MS ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
4,439 | $401,951 | |
| 2 | MS |
Morgan Stanley
This page
|
181 | $37,836 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
120 | $10,444 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
58 | $5,816 | |
| 5 | MC |
Moelis & Co
|
24 | $1,570 | |
| 6 | LAZ |
Lazard, Inc.
|
33 | $1,384 | |
| 7 | MARA |
MARA Holdings, Inc.
|
66 | $916 | |
| 8 | SNEX |
StoneX Group Inc.
|
10 | $829 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,836 | 181 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $28,964 | 176 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $35,861 | 202 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $27,976 | 176 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $22,050 | 189 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $23,761 | 189 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||