Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,550,962
+$871,270 QoQ
Shares Held
16,987
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#862
of 2,723 holders
Holding Since
Mar 2020
25 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, 2026Heritage Trust Co holds $10,433,333 across 2 Capital Markets names. MS ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,805 | $6,882,371 | |
| 2 | MS |
Morgan Stanley
This page
|
16,987 | $3,550,962 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,550,962 | 16,987 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,679,692 | 16,283 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,004,339 | 16,923 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,446,394 | 15,390 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,034,017 | 14,440 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $7,134,136 | 61,148 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $8,144,644 | 64,784 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $6,287,609 | 64,694 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,873,135 | 62,374 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,676,873 | 60,878 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,691,451 | 57,444 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,919,467 | 57,605 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,011,009 | 57,073 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,765,371 | 56,050 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,440,520 | 56,202 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,159,796 | 54,691 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $4,714,705 | 53,944 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $4,403,358 | 44,859 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $4,564,714 | 46,909 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $4,528,476 | 49,389 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $4,062,626 | 52,313 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $3,348,786 | 48,866 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $2,099,985 | 43,433 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,068,689 | 42,830 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $1,471,010 | 43,265 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||