Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$275,096
+$58,522 QoQ
Shares Held
1,316
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,185
of 2,723 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Howard Capital Management Group, LLC holds $491,529 across 2 Capital Markets names. MS ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,316 | $275,096 | |
| 2 | GS |
Goldman Sachs Group Inc
|
214 | $216,433 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,096 | 1,316 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $216,574 | 1,316 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $233,629 | 1,316 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $209,191 | 1,316 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $185,371 | 1,316 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $153,537 | 1,316 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $165,447 | 1,316 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||