Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,554,886
+$553,222 QoQ
Shares Held
12,222
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#990
of 2,723 holders
Holding Since
Dec 2022
15 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, 2026Park Edge Advisors, LLC holds $4,357,147 across 2 Capital Markets names. MS ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
12,222 | $2,554,886 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,782 | $1,802,261 |
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,554,886 | 12,222 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,001,664 | 12,163 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $680,117 | 3,831 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $616,128 | 3,876 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $583,864 | 4,145 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $480,330 | 4,117 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $316,940 | 2,521 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $313,866 | 3,011 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $290,500 | 2,989 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $279,466 | 2,968 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $274,714 | 2,946 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $674,594 | 8,260 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $691,483 | 8,097 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $919,441 | 10,472 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $645,131 | 7,588 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||