Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$233,079
-$236,214 QoQ
Shares Held
1,115
-83.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,290
of 2,723 holders
Holding Since
Mar 2020
5 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, 2026NORRIS PERNE & FRENCH LLP/MI holds $629,536 across 2 Capital Markets names. MS ranks #2 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
392 | $396,457 | |
| 2 | MS |
Morgan Stanley
This page
|
1,115 | $233,079 |
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,079 | 1,115 | Shares | Sole | 2026-07-21 | |
| 2020-12-31 | $469,293 | 6,848 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $298,706 | 6,178 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $298,397 | 6,178 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $208,352 | 6,128 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||