Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$417,870
+$81,983 QoQ
Shares Held
1,999
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,915
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, 2026Odyssey Capital Advisors, Inc. holds $3,032,261 across 2 Capital Markets names. MS ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,585 | $2,614,391 | |
| 2 | MS |
Morgan Stanley
This page
|
1,999 | $417,870 |
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,870 | 1,999 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $335,887 | 2,041 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $367,132 | 2,068 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||