Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,582,641
+$410,409 QoQ
Shares Held
7,571
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,188
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Ranch Capital Advisors Inc. holds $2,954,058 across 2 Capital Markets names. MS ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
7,571 | $1,582,641 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,356 | $1,371,417 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,582,641 | 7,571 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,172,232 | 7,123 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,258,155 | 7,087 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,107,474 | 6,967 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $978,131 | 6,944 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $771,305 | 6,611 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $777,201 | 6,182 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $627,316 | 6,018 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $580,029 | 5,968 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $536,147 | 5,694 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $575,259 | 6,169 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $492,143 | 6,026 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $488,658 | 5,722 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $566,134 | 6,448 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $537,496 | 6,322 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $516,646 | 6,539 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $454,002 | 5,969 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $518,282 | 5,930 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $550,579 | 5,609 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $544,352 | 5,594 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $422,874 | 4,612 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $335,724 | 4,323 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,320 | 136 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,575 | 136 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,568 | 136 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $4,624 | 136 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||