Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$297,045
+$68,458 QoQ
Shares Held
1,421
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#2,141
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026Cogent Private Wealth, Inc. holds $604,501 across 2 Capital Markets names. MS ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
304 | $307,456 | |
| 2 | MS |
Morgan Stanley
This page
|
1,421 | $297,045 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,045 | 1,421 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $228,587 | 1,389 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $204,514 | 1,152 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||