Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,184,002
+$679,760 QoQ
Shares Held
5,664
+84.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,304
of 2,721 holders
Holding Since
Dec 2023
10 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, 2026Legacy Edge Advisors, LLC holds $1,715,982 across 2 Capital Markets names. MS ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
5,664 | $1,184,002 | |
| 2 | GS |
Goldman Sachs Group Inc
|
526 | $531,980 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,002 | 5,664 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $504,242 | 3,064 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $584,073 | 3,290 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $468,922 | 3,329 | Shares | Sole | 2026-08-17 | |
| 2025-03-31 | $324,809 | 2,784 | Shares | Sole | 2026-08-17 | |
| 2024-12-31 | $350,004 | 2,784 | Shares | Sole | 2026-08-17 | |
| 2024-09-30 | $275,193 | 2,640 | Shares | Sole | 2026-08-17 | |
| 2024-06-30 | $276,311 | 2,843 | Shares | Sole | 2026-08-17 | |
| 2024-03-31 | $259,034 | 2,751 | Shares | Sole | 2026-08-17 | |
| 2023-12-31 | $243,102 | 2,607 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||