Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$264,434
+$145,287 QoQ
Shares Held
1,265
+74.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,211
of 2,723 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $5,042,838 across 7 Capital Markets names. MS ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,525 | $3,565,077 | |
| 2 | SCHW |
Schwab Charles Corp
|
12,620 | $1,164,447 | |
| 3 | MS |
Morgan Stanley
This page
|
1,265 | $264,434 | |
| 4 | RIOT |
Riot Platforms, Inc.
|
1,000 | $27,380 | |
| 5 | STKE |
SOL Strategies Inc.
|
12,500 | $14,625 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
74 | $4,408 | |
| 7 | NMR |
Nomura Holdings Inc
|
281 | $2,467 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,434 | 1,265 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $119,147 | 724 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $129,596 | 730 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $113,179 | 712 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||