NorthRock Partners, LLC

Position in MS — Morgan Stanley

CIK 1632097 MINNEAPOLIS, MN

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,608,610

+$638,872 QoQ

Shares Held

12,479

+4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#983

of 2,723 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NorthRock Partners, LLC holds $6,904,656 across 6 Capital Markets names. MS ranks #2 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,743	$2,774,187
2	MS	Morgan Stanley This page	12,479	$2,608,610
3	SCHW	Schwab Charles Corp	10,851	$1,001,221
4	IREN	IREN Ltd	5,496	$251,332
5	CLSK	Cleanspark, Inc.	15,670	$227,998
6	HGBL	Heritage Global Inc.	34,139	$41,308

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,608,610	12,479	+4.3%	Shares	Sole	2026-08-11
2026-03-31	$1,969,738	11,969	+23.3%	Shares	Sole	2026-05-15
2025-12-31	$1,722,751	9,704	-60.7%	Shares	Sole	2026-02-17
2025-09-30	$3,922,655	24,677	+17.6%	Shares	Sole	2025-11-14
2025-06-30	$2,956,651	20,990	+6.1%	Shares	Sole	2025-07-25
2025-03-31	$2,308,432	19,786	+4.0%	Shares	Sole	2025-05-08
2024-12-31	$2,391,948	19,026	-13.3%	Shares	Sole	2025-04-22
2024-09-30	$2,287,859	21,948	-2.2%	Shares	Sole	2025-04-22
2024-06-30	$2,180,166	22,432	+5.8%	Shares	Sole	2025-04-22
2024-03-31	$1,996,945	21,208	+11.5%	Shares	Sole	2025-04-22
2023-12-31	$1,774,454	19,029	+127.4%	Shares	Sole	2025-04-22
2023-09-30	$683,496	8,369	+45.9%	Shares	Sole	2023-10-24
2023-06-30	$490,025	5,738	-17.1%	Shares	Sole	2023-08-02
2023-03-31	$607,576	6,920	-17.2%	Shares	Sole	2023-05-04
2022-12-31	$710,682	8,359	+0.7%	Shares	Sole	2023-02-01
2022-09-30	$655,545	8,297	+33.3%	Shares	Sole	2022-11-02
2022-06-30	$473,473	6,225	-2.4%	Shares	Sole	2022-08-04
2022-03-31	$557,349	6,377	-4.8%	Shares	Sole	2022-05-05
2021-12-31	$657,868	6,702	+38.6%	Shares	Sole	2022-02-07
2021-09-30	$470,396	4,834	+26.7%	Shares	Sole	2021-11-12
2021-06-30	$349,705	3,814	+31.4%	Shares	Sole	2021-08-12
2021-03-31	$225,369	2,902	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.