Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$583,221
+$121,767 QoQ
Shares Held
2,790
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,697
of 2,722 holders
Holding Since
Dec 2020
14 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, 2026Graves Light Lenhart Wealth, Inc. holds $963,496 across 2 Capital Markets names. MS ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,790 | $583,221 | |
| 2 | GS |
Goldman Sachs Group Inc
|
376 | $380,275 |
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,221 | 2,790 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $461,454 | 2,804 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $497,794 | 2,804 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $445,723 | 2,804 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $263,971 | 1,874 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $218,639 | 1,874 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $216,489 | 1,722 | Shares | Sole | 2025-01-14 | |
| 2022-06-30 | $126,107 | 1,658 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $144,909 | 1,658 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $167,657 | 1,708 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $166,205 | 1,708 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $156,606 | 1,708 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $132,643 | 1,708 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $104,576 | 1,526 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||