Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,623,546
+$954,787 QoQ
Shares Held
22,118
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#769
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, 2026YHB Investment Advisors, Inc. holds $10,409,593 across 2 Capital Markets names. MS ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,721 | $5,786,047 | |
| 2 | MS |
Morgan Stanley
This page
|
22,118 | $4,623,546 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,623,546 | 22,118 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,668,759 | 22,293 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,947,024 | 22,233 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,593,767 | 22,608 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,184,562 | 22,608 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,650,742 | 22,720 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,842,277 | 22,608 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,139,317 | 20,523 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,998,323 | 20,561 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,932,445 | 20,523 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,915,728 | 20,544 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,696,351 | 57,504 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,910,841 | 57,504 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,287,445 | 71,611 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,395,459 | 75,223 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $6,452,430 | 81,666 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,396,189 | 84,094 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $7,349,815 | 84,094 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $8,435,477 | 85,936 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $8,361,556 | 85,927 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $7,878,646 | 85,927 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $5,909,537 | 76,095 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $5,426,068 | 79,178 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $4,044,767 | 83,656 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,666,833 | 34,510 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,173,340 | 34,510 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||