Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$319,622
+$68,818 QoQ
Shares Held
1,529
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,095
of 2,723 holders
Holding Since
Jun 2020
8 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, 2026MPS Loria Financial Planners, LLC holds $319,622 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,529 | $319,622 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,622 | 1,529 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $250,804 | 1,524 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $269,490 | 1,518 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $211,734 | 1,332 | Shares | Sole | 2025-10-17 | |
| 2021-03-31 | $96,220 | 1,239 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $84,566 | 1,234 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $7,494 | 155 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $7,438 | 154 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||