Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$606,425
+$186,443 QoQ
Shares Held
2,901
+13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,685
of 2,723 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,376,870 across 4 Capital Markets names. MS ranks #1 (44.0% of the industry book) .
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,425 | 2,901 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $419,982 | 2,552 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $440,096 | 2,479 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $344,625 | 2,168 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $261,858 | 1,859 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||