Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$23,830
+$5,070 QoQ
Shares Held
114
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,631
of 2,716 holders
Holding Since
Mar 2023
14 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, 2026CHESAPEAKE ASSET MANAGEMENT LLC holds $1,066,685 across 7 Capital Markets names. MS ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
638 | $645,254 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
3,087 | $309,564 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
1,120 | $70,145 | |
| 4 | MS |
Morgan Stanley
This page
|
114 | $23,830 | |
| 5 | IREN |
IREN Ltd
|
255 | $11,661 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
36 | $3,133 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
11 | $3,098 |
All Filings in MS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,830 | 114 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $18,760 | 114 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $156,936 | 884 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $140,520 | 884 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $124,520 | 884 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $124,720 | 1,069 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $109,124 | 868 | Shares | Sole | 2026-01-05 | |
| 2024-09-30 | $10,215 | 98 | Shares | Sole | 2026-01-05 | |
| 2024-06-30 | $8,066 | 83 | Shares | Sole | 2026-01-05 | |
| 2024-03-31 | $7,815 | 83 | Shares | Sole | 2026-01-05 | |
| 2023-12-31 | $7,739 | 83 | Shares | Sole | 2026-01-05 | |
| 2023-09-30 | $23,684 | 290 | Shares | Sole | 2026-01-05 | |
| 2023-06-30 | $21,691 | 254 | Shares | Sole | 2026-01-05 | |
| 2023-03-31 | $27,569 | 314 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||