Sargent Investment Group, LLC

Position in MS — Morgan Stanley

CIK 1766157 BETHESDA, MD

Position in MS

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

Position Value

$307,079

+$75,200 QoQ

Shares Held

1,469

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,120

of 2,723 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sargent Investment Group, LLC holds $3,889,966 across 4 Capital Markets names. MS ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc.	4,991	$1,704,127
2	GS	Goldman Sachs Group Inc	1,129	$1,141,836
3	WULF	Terawulf Inc.	29,835	$736,924
4	MS	Morgan Stanley This page	1,469	$307,079

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,079	1,469	+4.3%	Shares	Sole	2026-08-11
2026-03-31	$231,879	1,409	+1.6%	Shares	Sole	2026-05-11
2025-12-31	$246,234	1,387	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.