Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$936,290
+$203,131 QoQ
Shares Held
4,479
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,444
of 2,723 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WILLNER & HELLER, LLC holds $3,285,702 across 2 Capital Markets names. MS ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,323 | $2,349,412 | |
| 2 | MS |
Morgan Stanley
This page
|
4,479 | $936,290 |
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,290 | 4,479 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $733,159 | 4,455 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $795,334 | 4,480 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $735,507 | 4,627 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $657,111 | 4,665 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $540,532 | 4,633 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $578,563 | 4,602 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $498,996 | 4,787 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $460,972 | 4,743 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $481,816 | 5,117 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $467,089 | 5,009 | Shares | Sole | 2024-03-06 | |
| 2022-12-31 | $350,792 | 4,126 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $309,561 | 3,918 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $295,493 | 3,885 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $334,392 | 3,826 | Shares | Sole | 2022-07-05 | |
| 2021-12-31 | $372,909 | 3,799 | Shares | Sole | 2022-06-06 | |
| No filing history on record for this holder in this stock. | ||||||