Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,100,224
+$323,034 QoQ
Shares Held
10,047
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,057
of 2,723 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, 2026WASHINGTON TRUST Co holds $3,120,695 across 2 Capital Markets names. MS ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
10,047 | $2,100,224 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,009 | $1,020,471 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,100,224 | 10,047 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $1,777,190 | 10,799 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $1,951,054 | 10,990 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,776,377 | 11,175 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,537,486 | 10,915 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,250,001 | 10,714 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $1,381,034 | 10,985 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $1,145,910 | 10,993 | Shares | Defined | 2024-10-25 | |
| 2024-06-30 | $1,076,865 | 11,080 | Shares | Defined | 2024-07-15 | |
| 2024-03-31 | $1,083,968 | 11,512 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $1,094,382 | 11,736 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $896,328 | 10,975 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $920,185 | 10,775 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $946,045 | 10,775 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $916,770 | 10,783 | Shares | Defined | 2023-07-27 | |
| 2022-09-30 | $804,558 | 10,183 | Shares | Defined | 2022-10-14 | |
| 2022-06-30 | $721,276 | 9,483 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $828,814 | 9,483 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $963,734 | 9,818 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,064,375 | 10,938 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $1,012,074 | 11,038 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $847,813 | 10,917 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $602,857 | 8,797 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $486,592 | 10,064 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $428,130 | 8,864 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $542,368 | 15,952 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||