Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$507,340
+$110,562 QoQ
Shares Held
2,427
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,785
of 2,723 holders
Holding Since
Dec 2021
5 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, 2026Greenspring Advisors, LLC holds $3,353,553 across 6 Capital Markets names. MS ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,796 | $1,816,420 | |
| 2 | MS |
Morgan Stanley
This page
|
2,427 | $507,340 | |
| 3 | SCHW |
Schwab Charles Corp
|
4,346 | $401,005 | |
| 4 | EVR |
Evercore Inc.
|
808 | $275,883 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,399 | $208,808 | |
| 6 | NMR |
Nomura Holdings Inc
|
16,412 | $144,097 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,340 | 2,427 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $396,778 | 2,411 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $411,869 | 2,320 | Shares | Sole | 2026-02-10 | |
| 2022-03-31 | $209,060 | 2,392 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $275,829 | 2,810 | Shares | Sole | 2022-04-07 | |
| No filing history on record for this holder in this stock. | ||||||