Position in MS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$381,288
+$81,114 QoQ
Shares Held
1,824
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,987
of 2,723 holders
Holding Since
Dec 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, 2026Nolet Wealth Management, LLC holds $581,538 across 2 Capital Markets names. MS ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,824 | $381,288 | |
| 2 | GS |
Goldman Sachs Group Inc
|
198 | $200,250 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,288 | 1,824 | Shares | Defined | 2026-07-10 | |
| 2026-03-31 | $300,174 | 1,824 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $323,813 | 1,824 | Shares | Sole | 2026-02-27 | |
| No filing history on record for this holder in this stock. | ||||||