Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,976,082
+$1,484,875 QoQ
Shares Held
33,372
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#651
of 2,723 holders
Holding Since
Jun 2021
21 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, 2026ADELL HARRIMAN & CARPENTER INC holds $27,618,143 across 2 Capital Markets names. MS ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
20,410 | $20,642,061 | |
| 2 | MS |
Morgan Stanley
This page
|
33,372 | $6,976,082 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,976,082 | 33,372 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,491,207 | 33,367 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,895,238 | 33,207 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,759,421 | 29,941 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,691,201 | 33,304 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,414,909 | 37,841 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,721,288 | 37,554 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,020,849 | 38,573 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,772,915 | 38,820 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,410,475 | 36,220 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,872,859 | 41,532 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,610,385 | 44,207 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,680,654 | 43,099 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,637,466 | 41,429 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,608,333 | 42,441 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,306,015 | 41,843 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,737,627 | 35,993 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,880,236 | 21,513 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,269,994 | 12,938 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $969,499 | 9,963 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $111,219 | 1,213 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||