Shepherd Financial Partners LLC

Position in MS — Morgan Stanley

CIK 1696628 WINCHESTER, MA

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$813,374

+$146,866 QoQ

Shares Held

3,891

-3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,525

of 2,723 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $8,899,234 across 5 Capital Markets names. MS ranks #3 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,372	$6,444,449
2	LPLA	LPL Financial Holdings Inc.	4,755	$1,339,388
3	MS	Morgan Stanley This page	3,891	$813,374
4	HOOD	Robinhood Markets, Inc.	2,227	$223,323
5	PURR	Hyperliquid Strategies Inc	10,000	$78,700

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$813,374	3,891	-3.9%	Shares	Sole	2026-08-10
2026-03-31	$666,508	4,050	-1.8%	Shares	Sole	2026-05-11
2025-12-31	$732,488	4,126	+1.9%	Shares	Sole	2026-02-10
2025-09-30	$643,470	4,048	-0.1%	Shares	Sole	2025-11-07
2025-06-30	$571,046	4,054	+0.0%	Shares	Sole	2025-08-13
2025-03-31	$472,746	4,052	+8.1%	Shares	Sole	2025-04-18
2024-12-31	$471,324	3,749	-8.1%	Shares	Sole	2025-01-28
2024-09-30	$425,194	4,079	+0.1%	Shares	Sole	2024-10-28
2024-06-30	$396,146	4,076	+0.0%	Shares	Sole	2024-08-08
2024-03-31	$383,607	4,074	+0.1%	Shares	Sole	2024-04-23
2023-12-31	$379,527	4,070	-6.4%	Shares	Sole	2024-02-12
2023-09-30	$355,019	4,347	+4.8%	Shares	Sole	2023-11-08
2023-06-30	$354,324	4,149	+5.4%	Shares	Sole	2023-08-11
2023-03-31	$345,756	3,938	-5.7%	Shares	Sole	2023-05-02
2022-12-31	$355,213	4,178	+1.9%	Shares	Sole	2023-02-14
2022-09-30	$324,099	4,102	+6.1%	Shares	Sole	2022-11-09
2022-06-30	$294,124	3,867	+27.9%	Shares	Sole	2022-08-15
2022-03-31	$264,210	3,023	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.