Great Diamond Partners, LLC

Position in MS — Morgan Stanley

CIK 1801112 Portland, ME

Position in MS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,752,847

+$597,145 QoQ

Shares Held

13,169

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#961

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Great Diamond Partners, LLC holds $4,931,799 across 3 Capital Markets names. MS ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	13,169	$2,752,847
2	EVR	Evercore Inc.	4,871	$1,663,154
3	GS	Goldman Sachs Group Inc	510	$515,798

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,752,847	13,169	+0.5%	Shares	Sole	2026-07-17
2026-03-31	$2,155,702	13,099	-1.0%	Shares	Sole	2026-05-12
2025-12-31	$2,349,254	13,233	-0.3%	Shares	Sole	2026-02-06
2025-09-30	$2,109,876	13,273	-0.7%	Shares	Sole	2025-10-20
2025-06-30	$1,882,030	13,361	+0.5%	Shares	Sole	2025-08-13
2025-03-31	$1,550,427	13,289	-6.7%	Shares	Sole	2025-05-13
2024-12-31	$1,789,749	14,236	-0.7%	Shares	Sole	2025-01-23
2024-09-30	$1,494,280	14,335	-16.0%	Shares	Sole	2024-10-25
2024-06-30	$1,658,158	17,061	-2.8%	Shares	Sole	2024-07-29
2024-03-31	$1,652,319	17,548	+1.1%	Shares	Sole	2024-05-08
2023-12-31	$1,618,913	17,361	-31.4%	Shares	Sole	2024-02-07
2023-09-30	$2,065,515	25,291	+0.2%	Shares	Sole	2023-10-19
2023-06-30	$2,155,923	25,245	+2.5%	Shares	Sole	2023-07-17
2023-03-31	$2,162,514	24,630	-8.0%	Shares	Sole	2023-05-04
2022-12-31	$2,276,580	26,777	-0.2%	Shares	Sole	2023-02-01
2022-09-30	$2,120,154	26,834	+3.5%	Shares	Sole	2022-10-24
2022-06-30	$1,971,627	25,922	-3.0%	Shares	Sole	2022-07-26
2022-03-31	$2,336,464	26,733	-24.2%	Shares	Sole	2022-05-05
2021-12-31	$3,460,728	35,256	-1.1%	Shares	Sole	2022-01-26
2021-09-30	$3,469,101	35,650	+1.8%	Shares	Sole	2021-10-21
2021-06-30	$3,210,250	35,012	+2.2%	Shares	Sole	2021-07-26
2021-03-31	$2,661,718	34,274	+16.4%	Shares	Sole	2021-05-04
2020-12-31	$2,018,482	29,454	-7.7%	Shares	Sole	2021-01-26
2020-09-30	$1,542,606	31,905	+4.0%	Shares	Sole	2020-10-19
2020-06-30	$1,481,264	30,668	-2.4%	Shares	Sole	2020-08-04
2020-03-31	$1,067,838	31,407	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.