Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$204,859
-$549,108 QoQ
Shares Held
980
-91.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,416
of 2,723 holders
Holding Since
Mar 2020
5 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, 2026ALTFEST L J & CO INC holds $204,859 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
980 | $204,859 |
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,859 | 980 | Shares | Sole | 2026-07-30 | |
| 2020-12-31 | $753,967 | 11,002 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $555,009 | 11,479 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $443,587 | 9,184 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $248,302 | 7,303 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||