Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,114,439
+$458,372 QoQ
Shares Held
10,115
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
#1,054
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Gallagher Capital Advisors, LLC holds $2,418,861 across 2 Capital Markets names. MS ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
10,115 | $2,114,439 | |
| 2 | GS |
Goldman Sachs Group Inc
|
301 | $304,422 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,114,439 | 10,115 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,656,067 | 10,063 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,792,697 | 10,098 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,595,481 | 10,037 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,404,233 | 9,969 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,154,916 | 9,899 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,194,968 | 9,505 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||