Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$147,164
+$46,119 QoQ
Shares Held
704
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,477
of 2,731 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $492,108 across 23 Capital Markets names. MS ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
155 | $156,762 | |
| 2 | MS |
Morgan Stanley
This page
|
704 | $147,164 | |
| 3 | SCHW |
Schwab Charles Corp
|
796 | $73,446 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
378 | $37,905 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
180 | $15,667 | |
| 6 | NMR |
Nomura Holdings Inc
|
1,411 | $12,388 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
153 | $9,582 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
32 | $9,013 |
All Filings in MS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,164 | 704 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $101,045 | 614 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $83,794 | 472 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $63,584 | 400 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $28,735 | 204 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $42,934 | 368 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $16,217 | 129 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $11,362 | 109 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,427 | 97 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,532 | 80 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $9,325 | 100 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,392 | 115 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,575 | 77 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $6,461 | 76 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||