Palisades Hudson Asset Management, L.P.
Position in MS — Morgan Stanley
CIK 1388443
FORT LAUDERDALE, FL
Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$392,577
+$83,515 QoQ
Shares Held
1,878
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,962
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Palisades Hudson Asset Management, L.P. holds $1,836,818 across 2 Capital Markets names. MS ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,433 | $1,444,241 | |
| 2 | MS |
Morgan Stanley
This page
|
1,878 | $392,577 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,577 | 1,878 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $309,062 | 1,878 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $333,401 | 1,878 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $298,526 | 1,878 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $264,535 | 1,878 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $219,106 | 1,878 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $236,102 | 1,878 | Shares | Other | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||