Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$312,723
+$79,857 QoQ
Shares Held
1,496
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,108
of 2,723 holders
Holding Since
Jun 2021
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, 2026Sand Hill Global Advisors, LLC holds $1,309,429 across 3 Capital Markets names. MS ranks #3 (23.9% of the industry book) .
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,723 | 1,496 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $232,866 | 1,415 | Shares | Sole | 2026-05-14 | |
| 2021-06-30 | $215,104 | 2,346 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||