Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,856,208
+$1,173,132 QoQ
Shares Held
23,231
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#754
of 2,734 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $19,164,412 across 7 Capital Markets names. MS ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,504 | $10,623,430 | |
| 2 | MS |
Morgan Stanley
This page
|
23,231 | $4,856,208 | |
| 3 | SCHW |
Schwab Charles Corp
|
14,731 | $1,359,229 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
11,194 | $1,122,534 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,477 | $563,758 | |
| 6 | EVR |
Evercore Inc.
|
1,105 | $377,291 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
930 | $261,962 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,856,208 | 23,231 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,683,076 | 22,380 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,815,829 | 21,494 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,167,278 | 19,925 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,748,319 | 19,511 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,867,770 | 16,009 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,640,017 | 13,045 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||