Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$677,916
+$144,381 QoQ
Shares Held
3,243
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,622
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Bedel Financial Consulting, Inc. holds $1,109,770 across 2 Capital Markets names. MS ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,243 | $677,916 | |
| 2 | GS |
Goldman Sachs Group Inc
|
427 | $431,854 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,916 | 3,243 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $533,535 | 3,242 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $594,370 | 3,348 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $495,955 | 3,120 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $430,609 | 3,057 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $356,660 | 3,057 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $384,200 | 3,056 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $318,453 | 3,055 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $296,818 | 3,054 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $287,470 | 3,053 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $314,718 | 3,375 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $275,554 | 3,374 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $298,814 | 3,499 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $243,820 | 2,777 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $244,687 | 2,878 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $227,311 | 2,877 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $218,748 | 2,876 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $104,443 | 1,195 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $132,319 | 1,348 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $116,188 | 1,194 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $111,311 | 1,214 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $92,726 | 1,194 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $81,824 | 1,194 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $57,729 | 1,194 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $57,670 | 1,194 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $40,596 | 1,194 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||