Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$678,124
+$195,441 QoQ
Shares Held
3,244
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,621
of 2,723 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ENDEAVOR PRIVATE WEALTH, INC. holds $1,092,783 across 2 Capital Markets names. MS ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,244 | $678,124 | |
| 2 | GS |
Goldman Sachs Group Inc
|
410 | $414,659 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,124 | 3,244 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $482,683 | 2,933 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $436,901 | 2,461 | Shares | Other | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||