Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$474,311
+$215,443 QoQ
Shares Held
2,269
+44.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,825
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, 2026Goldstein Advisors, LLC holds $1,365,356 across 3 Capital Markets names. MS ranks #2 (34.7% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,311 | 2,269 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $258,868 | 1,573 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $254,578 | 1,434 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $220,000 | 1,384 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $231,432 | 1,643 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $211,872 | 1,816 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $247,542 | 1,969 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $203,059 | 1,948 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||