Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$417,452
+$62,925 QoQ
Shares Held
1,997
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,919
of 2,723 holders
Holding Since
Dec 2023
10 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, 2026Prepared Retirement Institute LLC holds $417,452 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,997 | $417,452 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,452 | 1,997 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $354,527 | 1,997 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $317,443 | 1,997 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $281,297 | 1,997 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $284,674 | 2,440 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $306,379 | 2,437 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $254,032 | 2,437 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $236,852 | 2,437 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $206,210 | 2,190 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $204,217 | 2,190 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||