Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$592,628
+$147,138 QoQ
Shares Held
2,835
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,691
of 2,723 holders
Holding Since
Dec 2021
12 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, 2026Cornerstone Advisory, LLC holds $2,280,738 across 4 Capital Markets names. MS ranks #2 (26.0% of the industry book) .
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,628 | 2,835 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $445,490 | 2,707 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $452,701 | 2,550 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $393,902 | 2,478 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $344,825 | 2,448 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $275,924 | 2,365 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $247,542 | 1,969 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $277,591 | 2,663 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $256,775 | 2,642 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $341,894 | 3,631 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $223,427 | 2,396 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $152,147 | 1,550 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||