Stolper Co

Position in MS — Morgan Stanley

CIK 1808195 TULSA, OK

Position in MS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$4,940,660

+$4,934,203 QoQ

Shares Held

23,635

+35.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#745

of 2,723 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stolper Co holds $17,501,875 across 2 Capital Markets names. MS ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc	12,420	$12,561,215
2	MS	Morgan Stanley This page	23,635	$4,940,660

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,940,660	23,635	+35.5%	Shares	Sole	2026-07-14
2026-03-31	$6,457	17,442	-29.8%	Shares	Sole	2026-04-13
2025-12-31	$4,410,555	24,844	+0.0%	Shares	Sole	2026-01-12
2025-09-30	$3,947,294	24,832	+0.2%	Shares	Sole	2025-10-10
2025-06-30	$3,490,510	24,780	+0.7%	Shares	Sole	2025-07-10
2025-03-31	$2,871,015	24,608	+0.3%	Shares	Sole	2025-04-08
2024-12-31	$3,083,031	24,523	-0.0%	Shares	Sole	2025-01-14
2024-09-30	$2,557,215	24,532	-1.0%	Shares	Sole	2024-10-09
2024-06-30	$2,409,145	24,788	+0.9%	Shares	Sole	2024-08-08
2024-03-31	$2,314,264	24,578	+10.1%	Shares	Sole	2024-04-09
2023-12-31	$2,081,619	22,323	-9.3%	Shares	Sole	2024-01-12
2023-09-30	$2,009,490	24,605	+2.8%	Shares	Sole	2023-10-10
2023-06-30	$2,044,732	23,943	+1.6%	Shares	Sole	2023-07-10
2023-03-31	$2,069,007	23,565	+1.7%	Shares	Sole	2023-04-11
2022-12-31	$1,969,658	23,167	-15.1%	Shares	Sole	2023-01-11
2022-09-30	$2,154,997	27,275	+8.1%	Shares	Sole	2022-10-07
2022-06-30	$1,918,765	25,227	+5.8%	Shares	Sole	2022-07-08
2022-03-31	$2,083,616	23,840	—	Shares	Sole	2022-04-14
No filing history on record for this holder in this stock.