VALLEY WEALTH MANAGERS, INC.

Position in MS — Morgan Stanley

CIK 924166 PARAMUS, NJ

Position in MS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$34,748,717

+$7,434,212 QoQ

Shares Held

166,230

+0.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

2.46%

of 13F equity value

Holder Rank

#338

of 2,716 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Financial Services · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $37,284,165 across 5 Capital Markets names. MS ranks #1 (93.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	166,230	$34,748,717
2	HOOD	Robinhood Markets, Inc.	17,981	$1,803,134
3	LPLA	LPL Financial Holdings Inc.	2,333	$657,159
4	SCHW	Schwab Charles Corp	500	$46,135
5	FIGR	Figure Technology Solutions, Inc.	945	$29,020

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,748,717	166,230	+0.2%	Shares	Sole	2026-08-04
2026-03-31	$27,314,505	165,975	-14.3%	Shares	Sole	2026-05-06
2025-12-31	$34,387,026	193,697	-0.9%	Shares	Sole	2026-02-04
2025-09-30	$31,076,360	195,498	-1.5%	Shares	Defined	2025-11-03
2025-06-30	$27,946,059	198,396	-2.0%	Shares	Defined	2025-08-06
2025-03-31	$23,619,374	202,446	-3.1%	Shares	Defined	2025-05-07
2024-12-31	$26,272,085	208,973	-6.1%	Shares	Defined	2025-01-31
2024-09-30	$23,195,276	222,518	-0.6%	Shares	Defined	2024-11-06
2024-06-30	$21,750,830	223,797	-6.2%	Shares	Defined	2024-08-08
2024-03-31	$22,465,068	238,584	-1.8%	Shares	Defined	2024-05-03
2023-12-31	$22,660,589	243,009	+0.9%	Shares	Defined	2024-02-07
2023-09-30	$19,665,318	240,790	+21.7%	Shares	Defined	2023-11-09
2023-06-30	$16,893,059	197,811	-0.9%	Shares	Defined	2023-07-28
2023-03-31	$17,520,752	199,553	-5.5%	Shares	Sole	2023-05-03
2022-12-31	$17,954,438	211,179	-1.2%	Shares	Defined	2023-02-01
2022-09-30	$16,894,470	213,827	-0.9%	Shares	Defined	2022-11-09
2022-06-30	$16,404,468	215,678	+2.2%	Shares	Defined	2022-11-16
2022-03-31	$18,438,865	210,971	-7.9%	Shares	Other	2022-05-02
2021-12-31	$22,486,198	229,077	-3.4%	Shares	Sole	2022-02-02
2021-09-30	$23,075,314	237,132	-6.1%	Shares	Sole	2021-11-01
2021-06-30	$23,157,318	252,561	-5.9%	Shares	Sole	2021-08-03
2021-03-31	$20,849,613	268,473	-4.9%	Shares	Sole	2021-04-22
2020-12-31	$19,352,118	282,389	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.