Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,332,886
+$496,285 QoQ
Shares Held
11,160
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,020
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Moment Partners, LLC holds $3,192,550 across 2 Capital Markets names. MS ranks #1 (73.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
11,160 | $2,332,886 | |
| 2 | GS |
Goldman Sachs Group Inc
|
850 | $859,664 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,332,886 | 11,160 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,836,601 | 11,160 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,981,234 | 11,160 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,773,993 | 11,160 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,319,435 | 9,367 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,092,847 | 9,367 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,177,619 | 9,367 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||