Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$844,730
+$134,776 QoQ
Shares Held
4,041
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,502
of 2,722 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026McLaughlin Asset Management, Inc. holds $2,227,272 across 2 Capital Markets names. MS ranks #2 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,367 | $1,382,542 | |
| 2 | MS |
Morgan Stanley
This page
|
4,041 | $844,730 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,730 | 4,041 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $709,954 | 4,314 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $762,668 | 4,296 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||