Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,487,414
+$721,816 QoQ
Shares Held
16,683
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#867
of 2,723 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SHAKER INVESTMENTS LLC/OH holds $7,148,573 across 2 Capital Markets names. MS ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,620 | $3,661,159 | |
| 2 | MS |
Morgan Stanley
This page
|
16,683 | $3,487,414 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,487,414 | 16,683 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,765,598 | 16,805 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,176,721 | 17,894 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,863,346 | 18,013 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,542,241 | 18,048 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,211,829 | 18,958 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||