Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,104,642
+$1,459,562 QoQ
Shares Held
33,987
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#647
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, 2026S&CO INC holds $7,104,642 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
33,987 | $7,104,642 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,104,642 | 33,987 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,645,080 | 34,302 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,238,759 | 35,142 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,602,068 | 35,242 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,092,370 | 36,152 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,240,604 | 36,347 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,619,832 | 36,747 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,830,507 | 36,747 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,210,963 | 33,038 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,110,858 | 33,038 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,297,573 | 13,915 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,136,438 | 13,915 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,188,341 | 13,915 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,221,737 | 13,915 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,183,053 | 13,915 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,099,424 | 13,915 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,058,527 | 13,917 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,216,171 | 13,915 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,365,896 | 13,915 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,354,068 | 13,915 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,275,866 | 13,915 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,415,819 | 18,231 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||