Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,705,841
-$4,675,912 QoQ
Shares Held
36,863
-51.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#629
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026SHELTON CAPITAL MANAGEMENT holds $37,501,716 across 14 Capital Markets names. MS ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,334 | $24,610,677 | |
| 2 | MS |
Morgan Stanley
This page
|
36,863 | $7,705,841 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,375 | $1,049,571 | |
| 4 | ETOR |
eToro Group Ltd.
|
24,618 | $971,672 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,650 | $566,582 | |
| 6 | BTGO |
Bitgo Holdings, Inc.
|
100,000 | $518,000 | |
| 7 | EVR |
Evercore Inc.
|
1,268 | $432,945 | |
| 8 | SF |
Stifel Financial Corp
|
4,946 | $345,082 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,705,841 | 36,863 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,381,753 | 75,237 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,004,673 | 163,379 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,196,665 | 70,437 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,875,096 | 77,205 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,228,373 | 121,954 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $910,715 | 7,244 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,081,594 | 10,376 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,125,338 | 32,157 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,229,499 | 34,298 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,998,770 | 139,397 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,794,617 | 83,196 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,359,327 | 109,594 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,826,003 | 123,303 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,453,842 | 17,100 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,933,008 | 138,375 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,226,608 | 147,602 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,356,900 | 118,500 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $10,659,979 | 108,598 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,571,132 | 118,910 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,442,453 | 124,795 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $15,124,750 | 194,756 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,503,908 | 94,906 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,228,739 | 87,461 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,046,226 | 21,661 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $952,714 | 28,021 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||