Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,497,353
+$358,035 QoQ
Shares Held
7,163
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,211
of 2,723 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HARRELL INVESTMENT PARTNERS, LLC holds $1,855,377 across 2 Capital Markets names. MS ranks #1 (80.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
7,163 | $1,497,353 | |
| 2 | GS |
Goldman Sachs Group Inc
|
354 | $358,024 |
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,497,353 | 7,163 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,139,318 | 6,923 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $257,418 | 1,450 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $241,142 | 1,517 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $208,472 | 1,480 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||