Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$362,057
+$77,022 QoQ
Shares Held
1,732
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,017
of 2,722 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $591,637 across 2 Capital Markets names. MS ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,732 | $362,057 | |
| 2 | GS |
Goldman Sachs Group Inc
|
227 | $229,580 |
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,057 | 1,732 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $285,035 | 1,732 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $306,061 | 1,724 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $272,616 | 1,715 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $245,518 | 1,743 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $200,089 | 1,715 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $226,170 | 1,799 | Shares | Sole | 2025-01-29 | |
| 2022-06-30 | $204,145 | 2,684 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $234,581 | 2,684 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $263,461 | 2,684 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $261,180 | 2,684 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $246,095 | 2,684 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $208,439 | 2,684 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||