Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$402,820
+$80,757 QoQ
Shares Held
1,927
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#1,943
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, 2026True Link Financial Advisors, LLC holds $402,820 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,927 | $402,820 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,820 | 1,927 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $322,063 | 1,957 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $396,602 | 2,234 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $367,515 | 2,312 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $325,668 | 2,312 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $267,640 | 2,294 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||