Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$350,560
+$97,287 QoQ
Shares Held
1,677
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,037
of 2,723 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PGIM Custom Harvest LLC holds $814,778 across 2 Capital Markets names. MS ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
459 | $464,218 | |
| 2 | MS |
Morgan Stanley
This page
|
1,677 | $350,560 |
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,560 | 1,677 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $253,273 | 1,539 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $290,084 | 1,634 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $226,041 | 1,422 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $556,688 | 4,428 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $448,544 | 4,303 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $417,333 | 4,294 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $456,205 | 4,845 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $1,321,829 | 15,055 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,282,611 | 15,086 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $1,408,270 | 14,472 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,299,614 | 14,174 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $1,073,105 | 13,818 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||