Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,412,045
+$1,097,020 QoQ
Shares Held
25,890
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#717
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, 2026AssuredPartners Investment Advisors, LLC holds $8,656,519 across 2 Capital Markets names. MS ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
25,890 | $5,412,045 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,208 | $3,244,474 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,412,045 | 25,890 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,315,025 | 26,220 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $268,070 | 1,510 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $241,301 | 1,518 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $204,247 | 1,450 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $207,789 | 1,781 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $233,587 | 1,858 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||