Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,416,967
+$463,923 QoQ
Shares Held
16,346
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#871
of 2,723 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026COOKSON PEIRCE & CO INC holds $83,502,959 across 7 Capital Markets names. MS ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
372,439 | $32,417,090 | |
| 2 | GS |
Goldman Sachs Group Inc
|
24,067 | $24,340,641 | |
| 3 | EVR |
Evercore Inc.
|
57,371 | $19,588,754 | |
| 4 | MS |
Morgan Stanley
This page
|
16,346 | $3,416,967 | |
| 5 | SCHW |
Schwab Charles Corp
|
20,859 | $1,924,659 | |
| 6 | SNEX |
StoneX Group Inc.
|
19,512 | $1,541,448 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
10,000 | $273,400 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,416,967 | 16,346 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,953,044 | 17,944 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,044,639 | 17,150 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,533,186 | 15,936 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,289,397 | 16,253 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,781,900 | 15,273 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $970,432 | 7,719 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $708,102 | 6,793 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $711,139 | 7,317 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $862,317 | 9,158 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $824,050 | 8,837 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $674,839 | 8,263 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $661,508 | 7,746 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $726,545 | 8,275 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $418,553 | 4,923 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $493,180 | 6,242 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $202,775 | 2,666 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $60,098,425 | 687,625 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $67,283,281 | 685,445 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $67,580,821 | 694,490 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $63,191,189 | 689,183 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $52,462,203 | 675,537 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||