Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$846,612
+$180,104 QoQ
Shares Held
4,050
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,499
of 2,723 holders
Holding Since
Mar 2025
6 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, 2026WATERS PARKERSON & CO., LLC holds $2,582,122 across 2 Capital Markets names. MS ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,716 | $1,735,510 | |
| 2 | MS |
Morgan Stanley
This page
|
4,050 | $846,612 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846,612 | 4,050 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $666,508 | 4,050 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $718,996 | 4,050 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $643,788 | 4,050 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $577,526 | 4,100 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $355,843 | 3,050 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||