Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$388,605
+$83,493 QoQ
Shares Held
1,859
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,971
of 2,722 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, 2026TopTier Wealth Management, LLC holds $388,605 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
|
1,859 | $388,605 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,605 | 1,859 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $305,112 | 1,854 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $357,900 | 2,016 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||