Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$410,763
+$25,670 QoQ
Shares Held
1,965
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,926
of 2,722 holders
Holding Since
Mar 2025
6 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, 2026VAN STRUM & TOWNE INC. holds $775,229 across 2 Capital Markets names. MS ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,965 | $410,763 | |
| 2 | SCHW |
Schwab Charles Corp
|
3,950 | $364,466 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,763 | 1,965 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $385,093 | 2,340 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $415,420 | 2,340 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $371,966 | 2,340 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $329,612 | 2,340 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $273,007 | 2,340 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||