Skip to main content

Moran Wealth Management, LLC

SEC CIK
0001965334
Latest filing
Aug 5, 2026

MS holding history

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

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
2,414
Value
$504.6K
% of portfolio
<0.1%
Quarters held
3
Since Q2 2024
Holdings of MS by Moran Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,414$504.6K<0.1%+2,414NewHolders
Q4 20240$00.0%−52,465−100.0%Sold outHolders
Q3 202452,465$5.47M0.2%−373−0.7%ReducedHolders
Q2 202452,838$5.14M0.2%+52,838NewHolders