Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$400,938
+$85,293 QoQ
Shares Held
1,918
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,948
of 2,723 holders
Holding Since
Dec 2023
8 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, 2026Wealth Management Associates, Inc. holds $400,938 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
|
1,918 | $400,938 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,938 | 1,918 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $315,645 | 1,918 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $340,325 | 1,917 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $304,726 | 1,917 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $266,929 | 1,895 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $220,972 | 1,894 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $238,113 | 1,894 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $202,539 | 2,172 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||