Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$492,707
+$153,693 QoQ
Shares Held
2,357
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,798
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026XY Planning Network, Inc. holds $700,037 across 2 Capital Markets names. MS ranks #1 (70.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,357 | $492,707 | |
| 2 | GS |
Goldman Sachs Group Inc
|
205 | $207,330 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,707 | 2,357 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $339,014 | 2,060 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $320,974 | 1,808 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $263,714 | 1,659 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $233,686 | 1,659 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||