Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,219,539
+$195,256 QoQ
Shares Held
5,834
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#1,294
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, 2026Alliance Private Wealth, LLC holds $2,893,356 across 2 Capital Markets names. MS ranks #2 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,655 | $1,673,817 | |
| 2 | MS |
Morgan Stanley
This page
|
5,834 | $1,219,539 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,219,539 | 5,834 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,024,283 | 6,224 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,113,823 | 6,274 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||