Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,917,105
+$457,534 QoQ
Shares Held
9,171
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,090
of 2,723 holders
Holding Since
Mar 2025
6 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, 2026Northstar Advisory Group, LLC holds $4,368,665 across 2 Capital Markets names. MS ranks #2 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,424 | $2,451,560 | |
| 2 | MS |
Morgan Stanley
This page
|
9,171 | $1,917,105 |
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,917,105 | 9,171 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,459,571 | 8,869 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,314,689 | 24,304 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,235,295 | 14,062 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $375,814 | 2,668 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $443,462 | 3,801 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||