Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$716,380
+$152,399 QoQ
Shares Held
3,427
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,591
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, 2026DAVIDSON INVESTMENT ADVISORS holds $47,323,814 across 3 Capital Markets names. MS ranks #3 (1.5% of the industry book) .
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,380 | 3,427 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $563,981 | 3,427 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $608,395 | 3,427 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $544,755 | 3,427 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $482,727 | 3,427 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $399,828 | 3,427 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $430,842 | 3,427 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $375,159 | 3,599 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $352,119 | 3,623 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $341,141 | 3,623 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $330,851 | 3,548 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $304,139 | 3,724 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $318,029 | 3,724 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $343,210 | 3,909 | Shares | Sole | 2023-08-23 | |
| 2022-12-31 | $332,343 | 3,909 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $350,251 | 4,433 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $348,659 | 4,584 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $437,786 | 5,009 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $491,683 | 5,009 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $502,022 | 5,159 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $588,558 | 6,419 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $542,377 | 6,984 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $517,401 | 7,550 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $365,042 | 7,550 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $364,665 | 7,550 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $274,720 | 8,080 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||