GoalVest Advisory LLC

Position in MS — Morgan Stanley

CIK 1839307 NEW YORK, NY

Position in MS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$112,254

+$42,312 QoQ

Shares Held

537

+26.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,491

of 2,722 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $4,727,410 across 6 Capital Markets names. MS ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,308	$3,345,611
2	WULF	Terawulf Inc.	50,000	$1,235,000
3	MS	Morgan Stanley This page	537	$112,254
4	SCHW	Schwab Charles Corp	285	$26,296
5	HUT	Hut 8 Corp.	40	$4,617
6	CRCL	Circle Internet Group, Inc.	58	$3,632

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$112,254	537	+26.4%	Shares	Sole	2026-07-09
2026-03-31	$69,942	425	+11.8%	Shares	Sole	2026-04-13
2025-12-31	$67,461	380	+1125.8%	Shares	Sole	2026-01-05
2025-09-30	$4,927	31	-3.1%	Shares	Sole	2025-10-22
2025-06-30	$4,507	32	+77.8%	Shares	Sole	2025-08-01
2025-03-31	$2,100	18	+50.0%	Shares	Sole	2025-04-07
2023-03-31	$1,053	12	-97.0%	Shares	Sole	2023-04-03
2022-12-31	$34,008	400	0.0%	Shares	Sole	2023-01-06
2022-09-30	$31,604	400	0.0%	Shares	Sole	2022-10-11
2022-06-30	$30,424	400	+3233.3%	Shares	Sole	2022-07-06
2022-03-31	$1,048	12	-85.5%	Shares	Sole	2022-05-03
2021-06-30	$7,610	83	+453.3%	Shares	Sole	2021-09-01
2021-03-31	$1,164	15	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.