Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,886,215
+$1,627,749 QoQ
Shares Held
13,807
+80.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#944
of 2,723 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 42%
Shared 58%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Atlas Legacy Advisors, LLC holds $4,243,473 across 2 Capital Markets names. MS ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
13,807 | $2,886,215 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,342 | $1,357,258 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,886,215 | 13,807 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,258,466 | 7,647 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $2,910,426 | 16,394 | Shares | Other | 2026-01-29 | |
| 2025-09-30 | $2,727,912 | 17,161 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,320,703 | 9,376 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,096,581 | 9,399 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,182,396 | 9,405 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||