Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$653,668
+$91,662 QoQ
Shares Held
3,127
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,647
of 2,723 holders
Holding Since
Mar 2025
6 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, 2026Kingsman Wealth Management, Inc. holds $8,507,967 across 2 Capital Markets names. MS ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,766 | $7,854,299 | |
| 2 | MS |
Morgan Stanley
This page
|
3,127 | $653,668 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,668 | 3,127 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $562,006 | 3,415 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $915,699 | 5,158 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $518,845 | 3,264 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $457,090 | 3,245 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $365,293 | 3,131 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||