Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$832,397
+$416,035 QoQ
Shares Held
3,982
+57.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,515
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026Golden Reserve Retirement LLC holds $1,802,300 across 2 Capital Markets names. MS ranks #2 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
959 | $969,903 | |
| 2 | MS |
Morgan Stanley
This page
|
3,982 | $832,397 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,397 | 3,982 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $416,362 | 2,530 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $353,107 | 1,989 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||