Ponta Wealth Partners, LLC

Position in MS — Morgan Stanley

CIK 2107740 WINTER PARK, FL

Position in MS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$784,736

+$356,690 QoQ

Shares Held

3,754

+44.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#1,548

of 2,722 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ponta Wealth Partners, LLC holds $2,891,018 across 5 Capital Markets names. MS ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,082	$1,094,302
2	MS	Morgan Stanley This page	3,754	$784,736
3	IBKR	Interactive Brokers Group, Inc.	5,473	$476,369
4	MRX	Marex Group Ltd	4,762	$290,243
5	VIRT	Virtu Financial, Inc.	4,119	$245,368

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$784,736	3,754	+44.3%	Shares	Sole	2026-08-12
2026-03-31	$428,046	2,601	+8.6%	Shares	Sole	2026-05-11
2025-12-31	$425,184	2,395	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.