Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,101,640
+$232,711 QoQ
Shares Held
5,270
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,345
of 2,716 holders
Holding Since
Dec 2020
23 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, 2026Pinnacle Wealth Planning Services, Inc. holds $5,752,047 across 33 Capital Markets names. MS ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,372 | $1,387,599 | |
| 2 | MS |
Morgan Stanley
This page
|
5,270 | $1,101,640 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,002 | $553,804 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,377 | $387,873 | |
| 5 | MARA |
MARA Holdings, Inc.
|
26,367 | $366,237 | |
| 6 | NMR |
Nomura Holdings Inc
|
27,297 | $239,667 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
7,842 | $214,713 | |
| 8 | SNEX |
StoneX Group Inc.
|
2,614 | $206,545 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,640 | 5,270 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $868,929 | 5,280 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $784,682 | 4,420 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $693,701 | 4,364 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $616,825 | 4,379 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $426,778 | 3,658 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $434,739 | 3,458 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $391,629 | 3,757 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $365,823 | 3,764 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $360,538 | 3,829 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $833,655 | 8,940 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $732,008 | 8,963 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $768,258 | 8,996 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $799,155 | 9,102 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $355,723 | 4,184 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $322,676 | 4,084 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $310,857 | 4,087 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $357,116 | 4,086 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $401,081 | 4,086 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $401,695 | 4,128 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $378,863 | 4,132 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $320,968 | 4,133 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $282,890 | 4,128 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||