Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,252,149
+$197,914 QoQ
Shares Held
5,990
-6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,288
of 2,723 holders
Holding Since
Mar 2023
14 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, 2026Goldstone Financial Group, LLC holds $2,479,952 across 2 Capital Markets names. MS ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
5,990 | $1,252,149 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,214 | $1,227,803 |
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,252,149 | 5,990 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,054,235 | 6,406 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,503,324 | 8,468 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,111,607 | 6,993 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $987,851 | 7,013 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $707,486 | 6,064 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $741,245 | 5,896 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $486,175 | 4,664 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $401,977 | 4,136 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $329,183 | 3,496 | Shares | Sole | 2025-01-15 | |
| 2023-12-31 | $307,725 | 3,300 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 | $253,340 | 3,102 | Shares | Sole | 2025-01-15 | |
| 2023-06-30 | $282,076 | 3,303 | Shares | Sole | 2025-01-15 | |
| 2023-03-31 | $261,468 | 2,978 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||