SHP Wealth Management

SEC CIK: 0001807060
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by SHP Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 18,053
Value: $3.77M
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of MS by SHP Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,053	$3.77M	0.3%	+32+0.2%	Added	Holders
Q1 2026	18,021	$2.97M	0.2%	−316−1.7%	Reduced	Holders
Q4 2025	18,337	$3.26M	0.3%	–	No prior filing	Holders