Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$310,633
+$78,919 QoQ
Shares Held
1,486
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,113
of 2,723 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Tortuga Wealth Management, Inc holds $742,487 across 2 Capital Markets names. MS ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
427 | $431,854 | |
| 2 | MS |
Morgan Stanley
This page
|
1,486 | $310,633 |
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,633 | 1,486 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $231,714 | 1,408 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $239,665 | 1,350 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||