Strategic Blueprint, LLC

Position in MS — Morgan Stanley

CIK 1767821 ATLANTA, GA

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,273,262

+$327,972 QoQ

Shares Held

6,091

+6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,281

of 2,723 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Strategic Blueprint, LLC holds $2,224,869 across 3 Capital Markets names. MS ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	6,091	$1,273,262
2	GS	Goldman Sachs Group Inc	710	$718,072
3	SCHW	Schwab Charles Corp	2,531	$233,535

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,273,262	6,091	+6.0%	Shares	Sole	2026-07-23
2026-03-31	$945,290	5,744	-5.2%	Shares	Sole	2026-04-29
2025-12-31	$1,076,009	6,061	-7.6%	Shares	Sole	2026-01-30
2025-09-30	$1,042,300	6,557	+1.8%	Shares	Sole	2025-10-23
2025-06-30	$907,420	6,442	-2.2%	Shares	Sole	2025-07-30
2025-03-31	$768,621	6,588	+1.1%	Shares	Sole	2025-04-29
2024-12-31	$819,191	6,516	-6.2%	Shares	Sole	2025-01-23
2024-09-30	$724,259	6,948	-1.1%	Shares	Sole	2024-10-25
2024-06-30	$682,662	7,024	+2.7%	Shares	Sole	2024-07-26
2024-03-31	$644,148	6,841	-1.1%	Shares	Sole	2024-04-23
2023-12-31	$644,917	6,916	-6.6%	Shares	Sole	2024-01-25
2023-09-30	$605,011	7,408	+2.6%	Shares	Sole	2023-10-18
2023-06-30	$616,331	7,217	-1.7%	Shares	Sole	2023-10-18
2023-03-31	$644,715	7,343	+0.4%	Shares	Sole	2023-04-28
2022-12-31	$621,581	7,311	-7.8%	Shares	Sole	2023-01-26
2022-09-30	$626,628	7,931	+0.0%	Shares	Sole	2022-11-08
2022-06-30	$603,079	7,929	-1.9%	Shares	Sole	2022-08-12
2022-03-31	$706,716	8,086	-2.6%	Shares	Sole	2022-08-12
2021-12-31	$814,728	8,300	-5.8%	Shares	Sole	2022-02-14
2021-09-30	$857,203	8,809	-3.5%	Shares	Sole	2021-11-12
2021-06-30	$836,671	9,125	+15.9%	Shares	Sole	2021-08-12
2021-03-31	$611,650	7,876	-8.4%	Shares	Sole	2021-05-10
2020-12-31	$589,152	8,597	+32.6%	Shares	Sole	2021-01-26
2020-09-30	$313,453	6,483	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.