Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,931,833
+$760,240 QoQ
Shares Held
18,809
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#819
of 2,722 holders
Holding Since
Mar 2020
22 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, 2026MainStreet Investment Advisors LLC holds $10,412,691 across 2 Capital Markets names. MS ranks #2 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,408 | $6,480,858 | |
| 2 | MS |
Morgan Stanley
This page
|
18,809 | $3,931,833 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,931,833 | 18,809 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,171,593 | 19,272 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,657,295 | 20,601 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,540,357 | 22,272 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,364,581 | 23,886 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,869,265 | 24,593 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,187,630 | 25,355 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,737,759 | 26,264 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,455,201 | 35,551 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,824,214 | 40,614 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,279,242 | 45,890 | Shares | Defined | 2024-02-09 | |
| 2023-03-31 | $4,341,622 | 49,449 | Shares | Defined | 2023-04-28 | |
| 2022-12-31 | $4,119,048 | 48,448 | Shares | Defined | 2023-02-02 | |
| 2022-09-30 | $4,042,072 | 51,159 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $3,895,184 | 51,212 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $4,778,769 | 54,677 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $5,383,781 | 54,847 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $5,509,302 | 56,616 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $5,578,327 | 60,839 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $5,131,772 | 66,080 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $200,176 | 2,921 | Shares | Defined | 2021-02-09 | |
| 2020-03-31 | $313,072 | 9,208 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||