Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,241,259
+$1,016,254 QoQ
Shares Held
25,073
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#726
of 2,721 holders
Holding Since
Mar 2020
26 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, 2026CULBERTSON A N & CO INC holds $31,386,184 across 2 Capital Markets names. MS ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
25,851 | $26,144,925 | |
| 2 | MS |
Morgan Stanley
This page
|
25,073 | $5,241,259 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,241,259 | 25,073 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,225,005 | 25,673 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,506,243 | 25,383 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,009,448 | 25,223 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,538,825 | 25,123 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,009,385 | 25,794 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,273,623 | 26,039 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,770,594 | 26,579 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,457,935 | 25,290 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,569,626 | 27,290 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,582,092 | 27,690 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,245,108 | 27,490 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,322,453 | 27,195 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,371,039 | 27,005 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,226,248 | 26,185 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,065,716 | 26,145 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,000,758 | 26,305 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,342,757 | 26,805 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,366,146 | 24,105 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,325,709 | 23,900 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,274,370 | 24,805 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,747,738 | 22,505 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,422,340 | 20,755 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,032,514 | 21,355 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,055,596 | 21,855 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $740,690 | 21,785 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||