Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,468,715
+$537,743 QoQ
Shares Held
7,026
+24.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,220
of 2,723 holders
Holding Since
Mar 2021
22 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, 2026Welch & Forbes LLC holds $3,527,590 across 3 Capital Markets names. MS ranks #2 (41.6% of the industry book) .
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,468,715 | 7,026 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $930,972 | 5,657 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,021,862 | 5,756 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $937,546 | 5,898 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $830,792 | 5,898 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $724,637 | 6,211 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $783,109 | 6,229 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $659,734 | 6,329 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $622,793 | 6,408 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $590,100 | 6,267 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $583,465 | 6,257 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $581,163 | 7,116 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $594,469 | 6,961 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $676,060 | 7,700 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $690,022 | 8,116 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $657,284 | 8,319 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $552,119 | 7,259 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $645,798 | 7,389 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $725,304 | 7,389 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $703,843 | 7,233 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $663,193 | 7,233 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $470,308 | 6,056 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||