Position in MS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$5,622,130
+$1,423,127 QoQ
Shares Held
26,895
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#708
of 2,723 holders
Holding Since
Jun 2021
21 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, 2026Trilogy Capital Inc. holds $11,060,266 across 2 Capital Markets names. MS ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
26,895 | $5,622,130 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,377 | $5,438,136 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,622,130 | 26,895 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $4,199,003 | 25,515 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,440,735 | 25,014 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,342,628 | 27,319 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,942,812 | 27,991 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,159,656 | 27,082 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,571,225 | 20,452 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $455,841 | 4,373 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $361,352 | 3,718 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $297,263 | 3,157 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $289,727 | 3,107 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $245,581 | 3,007 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $260,299 | 3,048 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $415,118 | 4,728 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $401,974 | 4,728 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $373,559 | 4,728 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $371,857 | 4,889 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $521,428 | 5,966 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $722,850 | 7,364 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $923,861 | 9,494 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $874,630 | 9,539 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||