Eagle Strategies LLC

Position in MS — Morgan Stanley

CIK 1907666 NEW YORK, NY

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$444,210

+$83,967 QoQ

Shares Held

2,125

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,871

of 2,723 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Eagle Strategies LLC holds $2,824,308 across 4 Capital Markets names. MS ranks #3 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	12,126	$1,215,995
2	IBKR	Interactive Brokers Group, Inc.	10,911	$949,693
3	MS	Morgan Stanley This page	2,125	$444,210
4	GS	Goldman Sachs Group Inc	212	$214,410

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,210	2,125	-2.9%	Shares	Sole	2026-07-21
2026-03-31	$360,243	2,189	-0.8%	Shares	Sole	2026-04-20
2025-12-31	$391,631	2,206	+0.5%	Shares	Sole	2026-01-23
2025-09-30	$349,076	2,196	+0.5%	Shares	Sole	2025-10-21
2025-06-30	$307,638	2,184	+0.6%	Shares	Sole	2025-07-23
2025-03-31	$253,407	2,172	-13.2%	Shares	Sole	2025-04-23
2024-12-31	$314,677	2,503	-8.1%	Shares	Sole	2025-02-14
2024-09-30	$283,845	2,723	-4.0%	Shares	Sole	2024-10-25
2024-06-30	$275,728	2,837	+1.5%	Shares	Sole	2024-08-08
2023-12-31	$260,540	2,794	+1.1%	Shares	Sole	2024-01-26
2023-09-30	$225,654	2,763	+0.0%	Shares	Sole	2023-11-08
2023-06-30	$235,874	2,762	+4.9%	Shares	Sole	2023-08-03
2023-03-31	$231,265	2,634	+4.0%	Shares	Sole	2023-04-24
2022-12-31	$215,270	2,532	+3.2%	Shares	Sole	2023-02-06
2022-03-31	$214,479	2,454	+0.7%	Shares	Sole	2022-05-02
2021-12-31	$239,314	2,438	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.