LAUREL OAK WEALTH MANAGEMENT, LLC

Position in MS — Morgan Stanley

CIK 2111403 MARLTON, NJ

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$205,068

-$8,678 QoQ

Shares Held

981

-18.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,415

of 2,723 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LAUREL OAK WEALTH MANAGEMENT, LLC holds $1,390,591 across 3 Capital Markets names. MS ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	926	$936,528
2	HOOD	Robinhood Markets, Inc.	2,483	$248,995
3	MS	Morgan Stanley This page	981	$205,068

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,068	981	-18.5%	Shares	Sole	2026-07-21
2025-12-31	$213,746	1,204	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.