Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$479,955
+$254,659 QoQ
Shares Held
2,296
+67.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,816
of 2,723 holders
Holding Since
Mar 2022
10 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, 2026Spartan Planning & Wealth Management holds $1,073,629 across 2 Capital Markets names. MS ranks #2 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
587 | $593,674 | |
| 2 | MS |
Morgan Stanley
This page
|
2,296 | $479,955 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,955 | 2,296 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $225,296 | 1,369 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $500,989 | 2,822 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $436,027 | 2,743 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $391,449 | 2,779 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $311,785 | 2,480 | Shares | Sole | 2025-01-07 | |
| 2023-12-31 | $128,778 | 1,381 | Shares | Sole | 2024-03-12 | |
| 2023-09-30 | $163 | 2 | Shares | Sole | 2023-11-17 | |
| 2022-12-31 | $260,161 | 3,060 | Shares | Sole | 2023-02-01 | |
| 2022-03-31 | $33,649 | 385 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||