Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$245,622
+$32,775 QoQ
Shares Held
1,175
-12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,253
of 2,723 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026National Philanthropic Trust holds $33,541,268 across 8 Capital Markets names. MS ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
112,059 | $11,237,276 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,553 | $7,638,877 | |
| 3 | SCHW |
Schwab Charles Corp
|
63,328 | $5,843,274 | |
| 4 | SNEX |
StoneX Group Inc.
|
40,550 | $3,203,410 | |
| 5 | IREN |
IREN Ltd
|
44,146 | $2,018,796 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
30,807 | $1,929,442 | |
| 7 | PJT |
PJT Partners Inc.
|
9,438 | $1,424,571 | |
| 8 | MS |
Morgan Stanley
This page
|
1,175 | $245,622 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,622 | 1,175 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $212,847 | 1,339 | Shares | Sole | 2026-05-15 | |
| 2023-12-31 | $277,885 | 2,980 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||