Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$225,972
-$76,672 QoQ
Shares Held
1,081
-41.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,315
of 2,722 holders
Holding Since
Jun 2025
5 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, 2026Holistic Financial Partners holds $1,441,638 across 2 Capital Markets names. MS ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,202 | $1,215,666 | |
| 2 | MS |
Morgan Stanley
This page
|
1,081 | $225,972 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,972 | 1,081 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $302,644 | 1,839 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $315,825 | 1,779 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $282,789 | 1,779 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $240,729 | 1,709 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||