Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,750,110
+$1,435,981 QoQ
Shares Held
32,291
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#660
of 2,722 holders
Holding Since
Mar 2020
26 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, 2026PRAXIS INVESTMENT MANAGEMENT INC holds $26,660,735 across 13 Capital Markets names. MS ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,730 | $8,829,260 | |
| 2 | MS |
Morgan Stanley
This page
|
32,291 | $6,750,110 | |
| 3 | SCHW |
Schwab Charles Corp
|
35,800 | $3,303,266 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
30,163 | $3,024,745 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
25,416 | $2,212,208 | |
| 6 | PIPR |
Piper Sandler Companies
|
7,436 | $537,920 | |
| 7 | EVR |
Evercore Inc.
|
1,302 | $444,554 | |
| 8 | SF |
Stifel Financial Corp
|
4,799 | $334,826 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,750,110 | 32,291 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,314,129 | 32,291 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,732,621 | 32,291 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,132,977 | 32,291 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $4,548,510 | 32,291 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,767,390 | 32,291 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,059,624 | 32,291 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $3,740,235 | 35,881 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,084,907 | 31,741 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $2,988,732 | 31,741 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,959,848 | 31,741 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,592,287 | 31,741 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,022,391 | 35,391 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,107,329 | 35,391 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $3,008,942 | 35,391 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,902,906 | 36,741 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,794,520 | 36,741 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,211,163 | 36,741 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $3,606,496 | 36,741 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,912,585 | 29,931 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,744,373 | 29,931 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $2,324,441 | 29,931 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $2,051,171 | 29,931 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,182,689 | 24,461 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $1,181,466 | 24,461 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $831,674 | 24,461 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||