Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$14,541,031
+$10,819,446 QoQ
Shares Held
69,561
+207.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#480
of 2,723 holders
Holding Since
Jun 2021
21 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, 2026Brookstone Capital Management holds $31,059,610 across 6 Capital Markets names. MS ranks #1 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
69,561 | $14,541,031 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,776 | $9,887,153 | |
| 3 | SCHW |
Schwab Charles Corp
|
53,915 | $4,974,737 | |
| 4 | MARA |
MARA Holdings, Inc.
|
48,000 | $666,720 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,101 | $511,528 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
3,567 | $478,441 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,541,031 | 69,561 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,721,585 | 22,614 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,402,211 | 24,797 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,678,652 | 23,142 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,182,168 | 22,591 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,462,087 | 21,103 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $974,832 | 7,754 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $732,598 | 7,028 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $672,554 | 6,920 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $635,109 | 6,745 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $681,750 | 7,311 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $728,414 | 8,919 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,137,698 | 13,322 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $897,228 | 10,219 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $805,649 | 9,476 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $755,967 | 9,568 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $753,298 | 9,904 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $992,427 | 11,355 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $975,121 | 9,934 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $934,176 | 9,600 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $710,047 | 7,744 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||