Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,655,178
+$655,416 QoQ
Shares Held
7,918
+30.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,163
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, 2026HighPoint Advisor Group LLC holds $6,106,166 across 6 Capital Markets names. MS ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,297 | $2,323,116 | |
| 2 | MS |
Morgan Stanley
This page
|
7,918 | $1,655,178 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,888 | $820,095 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
7,562 | $658,196 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,266 | $528,074 | |
| 6 | SBET |
Sharplink, Inc.
|
25,314 | $121,507 |
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,655,178 | 7,918 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $999,762 | 6,075 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,077,607 | 6,070 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $6,156,838 | 38,732 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,783,711 | 41,060 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,791,403 | 41,068 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,087,613 | 48,422 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,019,156 | 48,150 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,253,119 | 54,050 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,531,282 | 37,503 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,431,040 | 36,794 | Shares | Sole | 2024-03-26 | |
| 2022-06-30 | $1,716,902 | 22,573 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $2,098,100 | 21,561 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,046,337 | 22,318 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,407,432 | 18,123 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,116,627 | 16,294 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $681,686 | 14,099 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $645,481 | 13,364 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $477,836 | 14,054 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||