Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$845,148
+$390,112 QoQ
Shares Held
4,043
+46.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,501
of 2,722 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, 2026Cardinal Point Capital Management ULC holds $2,275,225 across 2 Capital Markets names. MS ranks #2 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,414 | $1,430,077 | |
| 2 | MS |
Morgan Stanley
This page
|
4,043 | $845,148 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845,148 | 4,043 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $455,036 | 2,765 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $447,553 | 2,521 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $399,307 | 2,512 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $358,488 | 2,545 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $306,608 | 2,628 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $339,066 | 2,697 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $271,753 | 2,607 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||