Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$773,448
+$167,008 QoQ
Shares Held
3,700
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,556
of 2,723 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, 2026Topsail Wealth Management, LLC holds $1,257,894 across 2 Capital Markets names. MS ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,700 | $773,448 | |
| 2 | GS |
Goldman Sachs Group Inc
|
479 | $484,446 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,448 | 3,700 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $606,440 | 3,685 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $654,198 | 3,685 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $585,767 | 3,685 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $519,069 | 3,685 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $496,547 | 4,256 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $506,400 | 4,028 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||