Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,505,088
+$303,563 QoQ
Shares Held
7,200
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,212
of 2,731 holders
Holding Since
Mar 2020
25 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, 2026Asset Dedication, LLC holds $8,277,529 across 12 Capital Markets names. MS ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,414 | $6,486,927 | |
| 2 | MS |
Morgan Stanley
This page
|
7,200 | $1,505,088 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,611 | $240,916 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
124 | $10,792 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
30 | $8,450 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
74 | $7,420 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
44 | $5,901 | |
| 8 | IREN |
IREN Ltd
|
120 | $5,487 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,505,088 | 7,200 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,201,525 | 7,301 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $1,309,638 | 7,377 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,402,345 | 8,822 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $1,050,815 | 7,460 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $884,708 | 7,583 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,051,773 | 8,366 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $883,121 | 8,472 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $799,873 | 8,230 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $744,711 | 7,909 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $747,585 | 8,017 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $856,799 | 10,491 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $907,716 | 10,629 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $1,034,547 | 11,783 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $830,475 | 9,768 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $733,844 | 9,288 | Shares | Sole | 2022-10-27 | |
| 2022-03-31 | $638,194 | 7,302 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $721,574 | 7,351 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $629,401 | 6,468 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $589,199 | 6,426 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $207,662 | 2,674 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $414,537 | 6,049 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $274,724 | 5,682 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $77,569 | 1,606 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $34,782 | 1,023 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||