Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$650,950
+$235,740 QoQ
Shares Held
3,114
+23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,649
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026Grant Private Wealth Management Inc holds $1,890,009 across 3 Capital Markets names. MS ranks #2 (34.4% of the industry book) .
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,950 | 3,114 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $415,210 | 2,523 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $299,670 | 1,688 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $300,752 | 1,892 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||