Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,645,562
+$331,142 QoQ
Shares Held
7,872
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,167
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, 2026KPP Advisory Services LLC holds $2,493,090 across 2 Capital Markets names. MS ranks #1 (66.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
7,872 | $1,645,562 | |
| 2 | GS |
Goldman Sachs Group Inc
|
838 | $847,528 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,645,562 | 7,872 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,314,420 | 7,987 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,685,292 | 9,493 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,502,013 | 9,449 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,689,615 | 11,995 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,277,886 | 10,953 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,009,783 | 8,032 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $809,840 | 7,769 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $708,903 | 7,294 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $630,212 | 6,693 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $594,935 | 6,380 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $520,482 | 6,373 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||