Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,970,020
+$59,397 QoQ
Shares Held
33,343
-20.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#652
of 2,723 holders
Holding Since
Sep 2020
20 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, 2026GREENWOOD CAPITAL ASSOCIATES LLC holds $7,445,361 across 2 Capital Markets names. MS ranks #1 (93.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
33,343 | $6,970,020 | |
| 2 | MC |
Moelis & Co
|
7,266 | $475,341 |
All Filings in MS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,970,020 | 33,343 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,910,623 | 41,992 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,907,239 | 55,806 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,302,339 | 58,520 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $8,895,590 | 63,152 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $9,229,880 | 79,111 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $9,064,789 | 72,103 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,815,498 | 74,976 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,529,114 | 77,468 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,150,416 | 75,939 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,846,402 | 62,696 | Shares | Sole | 2024-03-05 | |
| 2023-09-30 | $4,270,850 | 52,294 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,741,767 | 32,105 | Shares | Sole | 2023-08-07 | |
| 2022-03-31 | $78,660 | 900 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $13,475,993 | 137,286 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $12,857,278 | 132,127 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $11,849,282 | 129,232 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $10,229,608 | 131,723 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $8,374,023 | 122,195 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $2,997,796 | 62,002 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||