Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$404,283
+$86,005 QoQ
Shares Held
1,934
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,938
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, 2026Asset Advisory Group, Inc. holds $644,989 across 2 Capital Markets names. MS ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,934 | $404,283 | |
| 2 | GS |
Goldman Sachs Group Inc
|
238 | $240,706 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,283 | 1,934 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $318,278 | 1,934 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $369,972 | 2,084 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||