Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$369,164
+$78,534 QoQ
Shares Held
1,766
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,009
of 2,723 holders
Holding Since
Sep 2023
9 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, 2026HEADINVEST, LLC holds $1,294,567 across 2 Capital Markets names. MS ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
915 | $925,403 | |
| 2 | MS |
Morgan Stanley
This page
|
1,766 | $369,164 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,164 | 1,766 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $290,630 | 1,766 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $313,517 | 1,766 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $249,090 | 1,567 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $237,630 | 1,687 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $216,306 | 1,854 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $233,084 | 1,854 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $201,600 | 1,934 | Shares | Sole | 2024-11-15 | |
| 2023-09-30 | $147,169 | 1,802 | Shares | Sole | 2023-12-11 | |
| No filing history on record for this holder in this stock. | ||||||