Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,648,868
+$2,241,962 QoQ
Shares Held
46,158
+10.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#568
of 2,718 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $39,468,902 across 44 Capital Markets names. MS ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,419 | $14,582,944 | |
| 2 | MS |
Morgan Stanley
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|
46,158 | $9,648,868 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
36,502 | $3,660,420 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,556 | $2,542,592 | |
| 5 | SNEX |
StoneX Group Inc.
|
31,142 | $2,460,178 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
53,659 | $1,467,037 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
10,018 | $871,966 | |
| 8 | HUT |
Hut 8 Corp.
|
4,865 | $561,639 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,648,868 | 46,158 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $7,406,906 | 41,722 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,050,618 | 25,482 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,331,198 | 23,649 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,866,187 | 14,844 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,471,556 | 14,117 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,268,718 | 13,054 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,024,837 | 10,884 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $940,146 | 10,082 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $653,931 | 8,007 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $715,054 | 8,373 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $857,630 | 9,768 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $373,237 | 4,390 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $295,418 | 3,739 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $295,797 | 3,889 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $342,870 | 3,923 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $159,588 | 1,640 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $126,532 | 1,380 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $83,950 | 1,081 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $66,542 | 971 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $42,112 | 871 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $42,069 | 871 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $10,472 | 308 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||