Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$569,842
+$130,112 QoQ
Shares Held
2,726
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,715
of 2,723 holders
Holding Since
Mar 2023
9 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, 2026Winthrop Advisory Group LLC holds $6,711,755 across 3 Capital Markets names. MS ranks #3 (8.5% of the industry book) .
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,842 | 2,726 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $439,730 | 2,672 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $475,247 | 2,677 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $399,466 | 2,513 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $362,573 | 2,574 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $325,392 | 2,789 | Shares | Sole | 2025-04-08 | |
| 2023-12-31 | $208,227 | 2,233 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $215,464 | 2,523 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $204,574 | 2,330 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||