Position in MS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$103,892
+$34,609 QoQ
Shares Held
497
+18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,500
of 2,723 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dogwood Wealth Management LLC holds $286,572 across 10 Capital Markets names. MS ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
105 | $106,193 | |
| 2 | MS |
Morgan Stanley
This page
|
497 | $103,892 | |
| 3 | SCHW |
Schwab Charles Corp
|
293 | $27,035 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
172 | $17,248 | |
| 5 | HUT |
Hut 8 Corp.
|
99 | $11,429 | |
| 6 | SF |
Stifel Financial Corp
|
145 | $10,116 | |
| 7 | WULF |
Terawulf Inc.
|
181 | $4,470 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
156 | $4,271 |
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,892 | 497 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $69,283 | 421 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $60,005 | 338 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $49,913 | 314 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $36,905 | 262 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $14,350 | 123 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $14,457 | 115 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $11,883 | 114 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $10,982 | 113 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $10,545 | 112 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $10,350 | 111 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||