Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,118,573
+$337,689 QoQ
Shares Held
5,351
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,340
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $9,619,554 across 13 Capital Markets names. MS ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,985 | $6,053,049 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
13,945 | $1,398,404 | |
| 3 | MS |
Morgan Stanley
This page
|
5,351 | $1,118,573 | |
| 4 | EVR |
Evercore Inc.
|
1,760 | $600,934 | |
| 5 | HUT |
Hut 8 Corp.
|
1,000 | $115,445 | |
| 6 | SCHW |
Schwab Charles Corp
|
1,178 | $108,694 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
209 | $58,871 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
408 | $54,725 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118,573 | 5,351 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $780,884 | 4,745 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $895,461 | 5,044 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $821,505 | 5,168 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $711,906 | 5,054 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $558,149 | 4,784 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $537,075 | 4,272 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $427,905 | 4,105 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $472,343 | 4,860 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $473,907 | 5,033 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $382,511 | 4,102 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $810,574 | 9,925 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $991,408 | 11,609 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,036,127 | 11,801 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,004,766 | 11,818 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,099,424 | 13,915 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $895,606 | 11,775 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,061,560 | 12,146 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $819,734 | 8,351 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $793,368 | 8,153 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $777,072 | 8,475 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $487,860 | 6,282 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $383,836 | 5,601 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $254,175 | 5,257 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $167,890 | 3,476 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $111,078 | 3,267 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||