Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$247,921
+$247,131 QoQ
Shares Held
1,186
+11760.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,245
of 2,723 holders
Holding Since
Sep 2022
2 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, 2026EdgeRock Capital LLC holds $733,378 across 2 Capital Markets names. MS ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
480 | $485,457 | |
| 2 | MS |
Morgan Stanley
This page
|
1,186 | $247,921 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,921 | 1,186 | Shares | Sole | 2026-07-24 | |
| 2022-09-30 | $790 | 10 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||