Nilsine Partners, LLC

Position in MS — Morgan Stanley

CIK 1913043 GREENWOOD VILLAGE, CO

Position in MS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,829,983

+$630,505 QoQ

Shares Held

13,538

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#954

of 2,723 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Nilsine Partners, LLC holds $12,666,875 across 5 Capital Markets names. MS ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	8,493	$8,589,565
2	MS	Morgan Stanley This page	13,538	$2,829,983
3	SCHW	Schwab Charles Corp	8,319	$767,594
4	IREN	IREN Ltd	6,000	$274,380
5	HLI	Houlihan Lokey, Inc.	1,531	$205,353

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,829,983	13,538	+1.3%	Shares	Sole	2026-07-24
2026-03-31	$2,199,478	13,365	+25.1%	Shares	Sole	2026-04-29
2025-12-31	$1,896,552	10,683	+4.8%	Shares	Sole	2026-01-15
2025-09-30	$1,619,961	10,191	+6.2%	Shares	Sole	2025-10-06
2025-06-30	$1,352,256	9,600	+7.1%	Shares	Sole	2025-07-31
2025-03-31	$1,045,829	8,964	-1.5%	Shares	Sole	2025-04-22
2024-12-31	$1,144,052	9,100	+16.5%	Shares	Sole	2025-01-22
2024-09-30	$814,218	7,811	-4.1%	Shares	Sole	2024-10-30
2024-06-30	$791,612	8,145	-13.2%	Shares	Sole	2024-07-31
2024-03-31	$883,785	9,386	-7.8%	Shares	Sole	2024-04-22
2023-12-31	$949,285	10,180	-26.2%	Shares	Sole	2024-01-24
2023-09-30	$1,125,984	13,787	+0.0%	Shares	Sole	2023-11-01
2023-06-30	$1,176,982	13,782	+3.6%	Shares	Sole	2023-07-21
2023-03-31	$1,168,530	13,309	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.