Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$241,859
+$50,958 QoQ
Shares Held
1,157
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,262
of 2,723 holders
Holding Since
Mar 2026
2 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, 2026Asset One Wealth Management LLC holds $5,055,980 across 2 Capital Markets names. MS ranks #2 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,760 | $4,814,121 | |
| 2 | MS |
Morgan Stanley
This page
|
1,157 | $241,859 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,859 | 1,157 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $190,901 | 1,160 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||