Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$358,503
+$78,405 QoQ
Shares Held
1,715
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,026
of 2,723 holders
Holding Since
Jun 2023
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, 2026KENNEDY INVESTMENT GROUP, INC. holds $690,232 across 2 Capital Markets names. MS ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,715 | $358,503 | |
| 2 | GS |
Goldman Sachs Group Inc
|
328 | $331,729 |
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,503 | 1,715 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $280,098 | 1,702 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $301,090 | 1,696 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $268,483 | 1,689 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $236,926 | 1,682 | Shares | Sole | 2025-07-16 | |
| 2023-12-31 | $243,569 | 2,612 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $212,423 | 2,601 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $221,271 | 2,591 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||