Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,691,180
+$792,207 QoQ
Shares Held
12,874
+11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.53%
of 13F equity value
Holder Rank
#970
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, 2026Center for Wealth Management Advisory holds $2,691,180 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
12,874 | $2,691,180 |
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,691,180 | 12,874 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,898,973 | 11,539 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,310,908 | 13,017 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||