Position in MS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$220,954
+$47,005 QoQ
Shares Held
1,057
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,330
of 2,723 holders
Holding Since
Mar 2023
14 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, 2026General Partner, Inc. holds $1,043,197 across 2 Capital Markets names. MS ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
813 | $822,243 | |
| 2 | MS |
Morgan Stanley
This page
|
1,057 | $220,954 |
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,954 | 1,057 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $173,949 | 1,057 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $196,525 | 1,107 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $175,968 | 1,107 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $155,931 | 1,107 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $129,153 | 1,107 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $139,171 | 1,107 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $115,393 | 1,107 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $107,589 | 1,107 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $104,234 | 1,107 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $10,910 | 117 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $9,555 | 117 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $9,991 | 117 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $10,272 | 117 | Shares | Sole | 2023-04-07 | |
| No filing history on record for this holder in this stock. | ||||||