Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,443,212
+$427,651 QoQ
Shares Held
6,904
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,227
of 2,723 holders
Holding Since
Sep 2024
8 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, 2026Prosperity Consulting Group, LLC holds $5,181,708 across 6 Capital Markets names. MS ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,132 | $2,156,240 | |
| 2 | MS |
Morgan Stanley
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|
6,904 | $1,443,212 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
7,796 | $678,563 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,507 | $351,681 | |
| 5 | SCHW |
Schwab Charles Corp
|
3,524 | $325,159 | |
| 6 | LAZ |
Lazard, Inc.
|
5,409 | $226,853 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,443,212 | 6,904 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,015,561 | 6,171 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $803,855 | 4,528 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $680,984 | 4,284 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $498,644 | 3,540 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $368,677 | 3,160 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $378,165 | 3,008 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $255,909 | 2,455 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||