Raab & Moskowitz Asset Management LLC

Position in MS — Morgan Stanley

CIK 1616664 Chatham, NJ

Position in MS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$930,855

+$196,215 QoQ

Shares Held

4,453

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,445

of 2,722 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Raab & Moskowitz Asset Management LLC holds $2,585,661 across 3 Capital Markets names. MS ranks #2 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,348	$1,363,326
2	MS	Morgan Stanley This page	4,453	$930,855
3	SCHW	Schwab Charles Corp	3,159	$291,480

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$930,855	4,453	-0.2%	Shares	Sole	2026-07-28
2026-03-31	$734,640	4,464	-39.8%	Shares	Sole	2026-05-21
2025-12-31	$1,316,562	7,416	-7.5%	Shares	Sole	2026-01-20
2025-09-30	$1,274,223	8,016	+0.1%	Shares	Sole	2025-11-18
2025-06-30	$1,127,584	8,005	-1.0%	Shares	Sole	2025-08-13
2025-03-31	$943,393	8,086	+17.6%	Shares	Sole	2025-05-15
2024-12-31	$864,199	6,874	+88.7%	Shares	Sole	2025-01-29
2024-09-30	$379,642	3,642	+2.8%	Shares	Sole	2024-11-15
2024-06-30	$344,441	3,544	+4.4%	Shares	Sole	2024-08-15
2024-03-31	$319,673	3,395	+2.2%	Shares	Sole	2024-05-14
2023-12-31	$309,869	3,323	-1.5%	Shares	Sole	2024-02-02
2023-09-30	$275,472	3,373	+14.3%	Shares	Sole	2023-10-30
2023-06-30	$252,100	2,952	+1.1%	Shares	Sole	2023-08-07
2023-03-31	$256,376	2,920	-2.5%	Shares	Sole	2023-05-15
2022-12-31	$254,634	2,995	+0.8%	Shares	Sole	2023-01-27
2022-09-30	$234,659	2,970	-7.0%	Shares	Sole	2022-11-14
2022-06-30	$243,011	3,195	+28.3%	Shares	Sole	2022-08-15
2022-03-31	$217,626	2,490	0.0%	Shares	Sole	2022-05-10
2021-12-31	$244,418	2,490	-3.3%	Shares	Sole	2022-02-07
2021-09-30	$250,573	2,575	0.0%	Shares	Sole	2021-11-03
2021-06-30	$236,101	2,575	-7.2%	Shares	Sole	2021-07-30
2021-03-31	$215,506	2,775	-5.3%	Shares	Sole	2021-04-28
2020-12-31	$200,724	2,929	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.