Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$417,870
+$90,541 QoQ
Shares Held
1,999
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,916
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, 2026Koss-Olinger Consulting, LLC holds $756,678 across 2 Capital Markets names. MS ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,999 | $417,870 | |
| 2 | GS |
Goldman Sachs Group Inc
|
335 | $338,808 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,870 | 1,999 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $327,329 | 1,989 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $354,349 | 1,996 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $317,284 | 1,996 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $281,156 | 1,996 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $232,989 | 1,997 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||