Joel Isaacson & Co., LLC

Position in MS — Morgan Stanley

CIK 1599330 NEW YORK, NY

Position in MS

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$7,836,987

-$792,568 QoQ

Shares Held

47,621

-2.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Joel Isaacson & Co., LLC holds $19,315,541 across 8 Capital Markets names. MS ranks #2 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,899	$8,374,455
2	MS	Morgan Stanley This page	47,621	$7,836,987
3	SCHW	Schwab Charles Corp	8,731	$820,539
4	JEF	Jefferies Financial Group Inc.	19,878	$820,365
5	IBKR	Interactive Brokers Group, Inc.	9,971	$668,754
6	HOOD	Robinhood Markets, Inc.	7,028	$487,040
7	EVR	Evercore Inc.	1,023	$305,375
8	ABTC	American Bitcoin Corp.	32,899	$2,026

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,836,987	47,621	-2.0%	Shares	Sole	2026-04-23
2025-12-31	$8,629,555	48,609	+0.4%	Shares	Sole	2026-01-30
2025-09-30	$7,695,094	48,409	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$6,815,229	48,383	-0.2%	Shares	Sole	2025-07-23
2025-03-31	$5,658,261	48,498	+1.0%	Shares	Sole	2025-04-25
2024-12-31	$6,038,331	48,030	+0.5%	Shares	Sole	2025-01-28
2024-09-30	$4,982,150	47,795	-0.1%	Shares	Sole	2024-10-23
2024-06-30	$4,648,986	47,834	+0.4%	Shares	Sole	2024-07-24
2024-03-31	$4,485,876	47,641	+6.8%	Shares	Sole	2024-04-30
2023-12-31	$4,160,815	44,620	+0.4%	Shares	Sole	2024-02-12
2023-09-30	$3,627,944	44,422	+0.1%	Shares	Sole	2023-10-24
2023-06-30	$3,790,735	44,388	+0.1%	Shares	Sole	2023-07-27
2023-03-31	$3,894,105	44,352	-0.3%	Shares	Sole	2023-04-25
2022-12-31	$3,783,560	44,502	+0.5%	Shares	Sole	2023-01-27
2022-09-30	$3,499,273	44,289	+0.3%	Shares	Sole	2022-10-14
2022-06-30	$3,358,581	44,157	+0.1%	Shares	Sole	2022-07-15
2022-03-31	$3,856,525	44,125	+0.1%	Shares	Sole	2022-04-21
2021-12-31	$4,328,757	44,099	+0.1%	Shares	Sole	2022-01-19
2021-09-30	$4,288,840	44,074	-0.4%	Shares	Sole	2021-10-21
2021-06-30	$4,059,024	44,269	+0.0%	Shares	Sole	2021-07-20
2021-03-31	$3,436,765	44,254	+0.0%	Shares	Sole	2021-04-23
2020-12-31	$3,031,630	44,238	+0.0%	Shares	Sole	2021-01-22
2020-09-30	$2,137,843	44,216	+0.1%	Shares	Sole	2020-10-14
2020-06-30	$2,134,377	44,190	+0.6%	Shares	Sole	2020-07-21
2020-03-31	$1,493,858	43,937	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.