Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$252,938
+$42,210 QoQ
Shares Held
1,210
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#2,232
of 2,723 holders
Holding Since
Dec 2025
2 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, 2026Wilkins Miller Wealth Management, LLC holds $252,938 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
|
1,210 | $252,938 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,938 | 1,210 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $210,728 | 1,187 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||