Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$615,622
+$89,822 QoQ
Shares Held
2,945
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,673
of 2,723 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 45%
Shared 55%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NICHOLS & PRATT ADVISERS LLP /MA holds $615,622 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
|
2,945 | $615,622 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,622 | 2,945 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $525,800 | 3,195 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $744,738 | 4,195 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $627,096 | 3,945 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $766,982 | 5,445 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $226,922 | 1,945 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $244,525 | 1,945 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $202,746 | 1,945 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||