Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$369,791
+$83,604 QoQ
Shares Held
1,769
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#2,007
of 2,723 holders
Holding Since
Jun 2025
3 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, 2026MASTER'S WEALTH MANAGEMENT INC. holds $369,791 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,769 | $369,791 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,791 | 1,769 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $286,187 | 1,739 | Shares | Defined | 2026-04-23 | |
| 2025-06-30 | $282,565 | 2,006 | Shares | Defined | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||