Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$15,169,614
+$3,544,554 QoQ
Shares Held
72,568
+2.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#473
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, 2026STRATEGIC PLANNING GROUP, LLC holds $15,682,378 across 2 Capital Markets names. MS ranks #1 (96.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
72,568 | $15,169,614 | |
| 2 | GS |
Goldman Sachs Group Inc
|
507 | $512,764 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,169,614 | 72,568 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $11,625,060 | 70,639 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,433,340 | 75,668 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,351,651 | 71,412 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,610,947 | 54,032 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||