Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$334,464
+$71,152 QoQ
Shares Held
1,600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#2,056
of 2,722 holders
Holding Since
Dec 2024
6 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, 2026McNamara Financial Services, Inc. holds $799,694 across 2 Capital Markets names. MS ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
460 | $465,230 | |
| 2 | MS |
Morgan Stanley
This page
|
1,600 | $334,464 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,464 | 1,600 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $263,312 | 1,600 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $284,048 | 1,600 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $254,336 | 1,600 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $225,376 | 1,600 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $201,152 | 1,600 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||