Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,496,099
+$353,819 QoQ
Shares Held
7,157
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,210
of 2,718 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,173,677 across 6 Capital Markets names. MS ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,425 | $2,452,572 | |
| 2 | MS |
Morgan Stanley
This page
|
7,157 | $1,496,099 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,622 | $1,164,631 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,216 | $422,780 | |
| 5 | PIPR |
Piper Sandler Companies
|
5,582 | $403,801 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
830 | $233,794 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,496,099 | 7,157 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,142,280 | 6,941 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,091,987 | 6,151 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,044,844 | 6,573 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $937,141 | 6,653 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $775,155 | 6,644 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $774,435 | 6,160 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $656,086 | 6,294 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $619,780 | 6,377 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $613,264 | 6,513 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $643,798 | 6,904 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $597,579 | 7,317 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $611,891 | 7,165 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $572,368 | 6,519 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $536,816 | 6,314 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $522,414 | 6,612 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $496,671 | 6,530 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $560,845 | 6,417 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $530,064 | 5,400 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $526,057 | 5,406 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $578,472 | 6,309 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $504,557 | 6,497 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $426,941 | 6,230 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $322,107 | 6,662 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $212,664 | 4,403 | Shares | Defined | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||