D L CARLSON INVESTMENT GROUP INC

Position in MS — Morgan Stanley

CIK 1021117 CONCORD, NH

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,390,419

+$399,195 QoQ

Shares Held

16,219

-10.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#873

of 2,723 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Financial Services · as of Jun 30, 2026

D L CARLSON INVESTMENT GROUP INC holds $8,450,781 across 4 Capital Markets names. MS ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	16,219	$3,390,419
2	GS	Goldman Sachs Group Inc	2,446	$2,473,811
3	LPLA	LPL Financial Holdings Inc.	5,351	$1,507,269
4	SCHW	Schwab Charles Corp	11,697	$1,079,282

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,390,419	16,219	-10.8%	Shares	Sole	2026-08-11
2026-03-31	$2,991,224	18,176	-4.2%	Shares	Sole	2026-05-13
2025-12-31	$3,367,566	18,969	-5.2%	Shares	Sole	2026-02-17
2025-09-30	$3,179,676	20,003	+6.2%	Shares	Sole	2025-11-14
2025-06-30	$2,653,379	18,837	-12.2%	Shares	Sole	2025-08-13
2025-03-31	$2,504,204	21,464	-4.4%	Shares	Sole	2025-05-14
2024-12-31	$2,822,539	22,451	-1.5%	Shares	Sole	2025-02-12
2024-09-30	$2,374,795	22,782	-3.1%	Shares	Sole	2024-11-13
2024-06-30	$2,284,062	23,501	-53.1%	Shares	Sole	2024-08-14
2024-03-31	$4,717,698	50,103	-1.7%	Shares	Sole	2024-05-14
2023-12-31	$4,751,460	50,954	-18.4%	Shares	Sole	2024-02-16
2023-09-30	$5,102,088	62,472	-0.7%	Shares	Sole	2023-11-02
2023-06-30	$5,372,087	62,905	+1.5%	Shares	Sole	2023-08-09
2023-03-31	$5,443,161	61,995	-7.4%	Shares	Sole	2023-05-17
2022-12-31	$5,691,578	66,944	-3.1%	Shares	Sole	2023-02-13
2022-09-30	$5,456,509	69,061	-2.0%	Shares	Sole	2022-11-18
2022-06-30	$5,360,404	70,476	-0.2%	Shares	Sole	2022-08-10
2022-03-31	$6,169,216	70,586	-13.6%	Shares	Sole	2022-05-12
2021-12-31	$8,021,438	81,718	-0.0%	Shares	Sole	2022-02-14
2021-09-30	$7,952,173	81,720	+0.0%	Shares	Sole	2021-11-05
2021-06-30	$7,491,623	81,706	+0.2%	Shares	Sole	2021-08-12
2021-03-31	$6,334,337	81,565	-17.6%	Shares	Sole	2021-05-11
2020-12-31	$6,783,030	98,979	+0.5%	Shares	Sole	2021-02-09
2020-09-30	$4,761,459	98,479	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.