Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$516,328
+$141,932 QoQ
Shares Held
2,470
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,770
of 2,722 holders
Holding Since
Jun 2023
13 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, 2026Samalin Investment Counsel, LLC holds $1,494,322 across 2 Capital Markets names. MS ranks #2 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
967 | $977,994 | |
| 2 | MS |
Morgan Stanley
This page
|
2,470 | $516,328 |
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,328 | 2,470 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $374,396 | 2,275 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $406,721 | 2,291 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $410,275 | 2,581 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $370,743 | 2,632 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $308,708 | 2,646 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $466,044 | 3,707 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $385,688 | 3,700 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $361,449 | 3,719 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $324,192 | 3,443 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $389,878 | 4,181 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $334,030 | 4,090 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $370,209 | 4,335 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||