Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,045
+$223 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,717
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, 2026Investors Portfolio Services LLC holds $11,309 across 8 Capital Markets names. MS ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4 | $4,045 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
24 | $2,088 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
15 | $1,504 | |
| 4 | EVR |
Evercore Inc.
|
4 | $1,365 | |
| 5 | MS |
Morgan Stanley
This page
|
5 | $1,045 | |
| 6 | CLSK |
Cleanspark, Inc.
|
34 | $494 | |
| 7 | IREN |
IREN Ltd
|
9 | $411 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
6 | $357 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045 | 5 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $822 | 5 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,753 | 100 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||