Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,836,929
-$193,534 QoQ
Shares Held
18,355
-19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#829
of 2,722 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Donoghue Forlines LLC holds $7,697,328 across 2 Capital Markets names. MS ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,817 | $3,860,399 | |
| 2 | MS |
Morgan Stanley
This page
|
18,355 | $3,836,929 |
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,836,929 | 18,355 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $4,030,463 | 22,703 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,539,368 | 9,684 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,574,392 | 11,177 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,488,475 | 12,758 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,544,218 | 12,283 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||