Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$319,622
+$56,640 QoQ
Shares Held
1,529
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,096
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026GHP Investment Advisors, Inc. holds $26,271,955 across 18 Capital Markets names. MS ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
119,657 | $16,049,592 | |
| 2 | SCHW |
Schwab Charles Corp
|
97,007 | $8,950,835 | |
| 3 | GS |
Goldman Sachs Group Inc
|
595 | $601,765 | |
| 4 | MS |
Morgan Stanley
This page
|
1,529 | $319,622 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,501 | $217,687 | |
| 6 | EVR |
Evercore Inc.
|
172 | $58,727 | |
| 7 | WULF |
Terawulf Inc.
|
1,000 | $24,700 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
328 | $16,393 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,622 | 1,529 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $262,982 | 1,598 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $276,414 | 1,557 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $240,983 | 1,516 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $213,543 | 1,516 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $217,706 | 1,866 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $234,593 | 1,866 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $197,534 | 1,895 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $182,717 | 1,880 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $188,414 | 2,001 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $186,593 | 2,001 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $199,519 | 2,443 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $196,505 | 2,301 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $253,829 | 2,891 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $245,792 | 2,891 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $228,417 | 2,891 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $213,272 | 2,804 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $226,453 | 2,591 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $393,228 | 4,006 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $389,823 | 4,006 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $367,310 | 4,006 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $311,105 | 4,006 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $274,531 | 4,006 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||