NorthStar Asset Management LLC /NJ/
Position in MS — Morgan Stanley
CIK 2011587
BERKELEY HEIGHTS, NJ
Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$205,486
+$3,102 QoQ
Shares Held
983
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,412
of 2,723 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NorthStar Asset Management LLC /NJ/ holds $719,261 across 2 Capital Markets names. MS ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
508 | $513,775 | |
| 2 | MS |
Morgan Stanley
This page
|
983 | $205,486 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,486 | 983 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $202,384 | 1,140 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||