Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,117,299
+$1,529,839 QoQ
Shares Held
24,480
+12.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#735
of 2,723 holders
Holding Since
Sep 2023
12 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, 2026Compound Planning, Inc. holds $67,408,928 across 11 Capital Markets names. MS ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
480,021 | $48,136,505 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,829 | $8,929,385 | |
| 3 | MS |
Morgan Stanley
This page
|
24,480 | $5,117,299 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
23,429 | $2,039,259 | |
| 5 | SCHW |
Schwab Charles Corp
|
16,315 | $1,505,384 | |
| 6 | NMR |
Nomura Holdings Inc
|
46,084 | $404,616 | |
| 7 | EVR |
Evercore Inc.
|
1,173 | $400,508 | |
| 8 | SNEX |
StoneX Group Inc.
|
4,198 | $331,681 |
All Filings in MS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,117,299 | 24,480 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $3,587,460 | 21,799 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,089,758 | 23,037 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $3,225,934 | 20,294 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,752,967 | 19,544 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,776,884 | 15,230 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,913,458 | 15,220 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,343,966 | 12,893 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,242,671 | 12,786 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $649,233 | 6,895 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $536,467 | 5,753 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $245,010 | 3,000 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||