Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$461,769
+$119,958 QoQ
Shares Held
2,209
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,839
of 2,723 holders
Holding Since
Dec 2021
12 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, 2026INVESTMENT PARTNERS, LTD. holds $1,253,671 across 2 Capital Markets names. MS ranks #2 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
783 | $791,902 | |
| 2 | MS |
Morgan Stanley
This page
|
2,209 | $461,769 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,769 | 2,209 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $341,811 | 2,077 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $368,374 | 2,075 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $329,365 | 2,072 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $291,580 | 2,070 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $241,156 | 2,067 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $259,486 | 2,064 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $219,216 | 2,103 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $203,904 | 2,098 | Shares | Sole | 2024-08-08 | |
| 2022-09-30 | $343,061 | 4,342 | Shares | Sole | 2022-10-21 | |
| 2022-03-31 | $209,060 | 2,392 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $234,406 | 2,388 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||