Walser Wealth Management Company, A Ltd Liability Co
Position in MS — Morgan Stanley
CIK 2112280
TAMPA, FL
Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,724,580
+$508,902 QoQ
Shares Held
8,250
+11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,138
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, 2026Walser Wealth Management Company, A Ltd Liability Co holds $4,164,777 across 4 Capital Markets names. MS ranks #1 (41.4% of the industry book) .
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,724,580 | 8,250 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,215,678 | 7,387 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,083,288 | 6,102 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||