Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$378,571
+$48,280 QoQ
Shares Held
1,811
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,995
of 2,723 holders
Holding Since
Mar 2025
6 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, 2026Caliber Wealth Management, LLC / KS holds $792,221 across 2 Capital Markets names. MS ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
409 | $413,650 | |
| 2 | MS |
Morgan Stanley
This page
|
1,811 | $378,571 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,571 | 1,811 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $330,291 | 2,007 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $342,100 | 1,927 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $272,139 | 1,712 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $275,522 | 1,956 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $228,089 | 1,955 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||