Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$250,429
+$46,270 QoQ
Shares Held
1,198
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,239
of 2,723 holders
Holding Since
Sep 2025
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, 2026UHLMANN PRICE SECURITIES, LLC holds $8,641,486 across 3 Capital Markets names. MS ranks #3 (2.9% of the industry book) .
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,429 | 1,198 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $204,159 | 1,150 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $216,980 | 1,365 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||