Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,593,619
+$39,696,602 QoQ
Shares Held
208,542
+780.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#291
of 2,723 holders
Holding Since
Jun 2021
18 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, 2026CASTLEARK MANAGEMENT LLC holds $76,666,164 across 8 Capital Markets names. MS ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
208,542 | $43,593,619 | |
| 2 | EVR |
Evercore Inc.
|
29,266 | $9,992,583 | |
| 3 | WULF |
Terawulf Inc.
|
353,080 | $8,721,076 | |
| 4 | SF |
Stifel Financial Corp
|
98,210 | $6,852,111 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
56,720 | $5,687,881 | |
| 6 | SCHW |
Schwab Charles Corp
|
9,360 | $863,647 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
26,120 | $715,165 | |
| 8 | IREN |
IREN Ltd
|
5,250 | $240,082 |
All Filings in MS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,593,619 | 208,542 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,897,017 | 23,680 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,108,309 | 79,470 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,344,550 | 90,240 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $10,777,198 | 76,510 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $5,355,153 | 45,900 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,770,548 | 45,900 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $8,528,916 | 81,820 | Shares | Sole | 2024-11-15 | |
| 2023-09-30 | $8,653,753 | 105,960 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,048,984 | 105,960 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $9,303,288 | 105,960 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,666,392 | 19,600 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,548,596 | 19,600 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,490,776 | 19,600 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $3,426,080 | 39,200 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,847,872 | 39,200 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $3,814,552 | 39,200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,594,248 | 39,200 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||