Altman Advisors, Inc.

Position in MS — Morgan Stanley

CIK 1731671 CHICAGO, IL

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,634,322

+$487,013 QoQ

Shares Held

12,602

-3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#978

of 2,722 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Altman Advisors, Inc. holds $5,709,898 across 2 Capital Markets names. MS ranks #2 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc	3,041	$3,075,576
2	MS	Morgan Stanley This page	12,602	$2,634,322

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,634,322	12,602	-3.4%	Shares	Sole	2026-08-11
2026-03-31	$2,147,309	13,048	-20.5%	Shares	Sole	2026-05-05
2025-12-31	$2,912,912	16,408	-3.0%	Shares	Sole	2026-02-04
2025-09-30	$2,687,695	16,908	-0.7%	Shares	Sole	2025-11-13
2025-06-30	$2,397,859	17,023	+1.1%	Shares	Sole	2025-08-07
2025-03-31	$1,965,189	16,844	+1.9%	Shares	Sole	2025-05-02
2024-12-31	$2,078,151	16,530	-0.3%	Shares	Sole	2025-02-13
2024-09-30	$1,728,403	16,581	+1.5%	Shares	Sole	2024-11-08
2024-06-30	$1,587,112	16,330	+0.4%	Shares	Sole	2024-08-08
2024-03-31	$1,531,229	16,262	+76.8%	Shares	Sole	2024-05-09
2023-12-31	$857,806	9,199	-45.1%	Shares	Sole	2024-02-08
2023-09-30	$1,369,605	16,770	+1.4%	Shares	Sole	2023-11-14
2023-03-31	$1,451,773	16,535	+3.2%	Shares	Sole	2023-05-09
2022-12-31	$1,362,445	16,025	-3.5%	Shares	Sole	2023-02-08
2022-09-30	$1,311,961	16,605	+2.2%	Shares	Sole	2022-11-08
2022-06-30	$1,235,670	16,246	—	Shares	Sole	2022-08-08
No filing history on record for this holder in this stock.