Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$35,745
+$7,604 QoQ
Shares Held
171
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,601
of 2,723 holders
Holding Since
Mar 2020
19 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, 2026Westside Investment Management, Inc. holds $741,643 across 14 Capital Markets names. MS ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
364 | $368,138 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
1,405 | $140,893 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,056 | $97,437 | |
| 4 | MS |
Morgan Stanley
This page
|
171 | $35,745 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
100 | $28,168 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
421 | $21,041 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,174 | $15,625 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
116 | $15,559 |
All Filings in MS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,745 | 171 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $28,141 | 171 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $30,357 | 171 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $23,208 | 146 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,578 | 68 | Shares | Sole | 2025-08-05 | |
| 2024-09-30 | $4,795 | 46 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $5,441 | 56 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 | $6,527 | 70 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $5,716 | 70 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,978 | 70 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $6,146 | 70 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $5 | 70 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,530 | 70 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,324 | 70 | Shares | Sole | 2022-07-15 | |
| 2021-06-30 | $45,845 | 500 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $69,894 | 900 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $68,530 | 1,000 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $24,175 | 500 | Shares | Sole | 2020-10-14 | |
| 2020-03-31 | $68,000 | 2,000 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||