Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,524,110
+$443,873 QoQ
Shares Held
7,291
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,206
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2026CallValue
$41,808
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Destination Wealth Management holds $7,719,928 across 5 Capital Markets names. MS ranks #3 (19.7% of the industry book) .
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,524,110 | 7,291 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $41,808 | 200 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $1,080,237 | 6,564 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $32,914 | 200 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $1,200,102 | 6,760 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,118,760 | 7,038 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $792,337 | 5,625 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $640,051 | 5,486 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $528,401 | 4,203 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $420,295 | 4,032 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $385,552 | 3,967 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $373,438 | 3,966 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $361,716 | 3,879 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $334,030 | 4,090 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $355,349 | 4,161 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $386,144 | 4,398 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $356,063 | 4,188 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $323,150 | 4,090 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $311,693 | 4,098 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $384,997 | 4,405 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $397,253 | 4,047 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $392,061 | 4,029 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $369,419 | 4,029 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $328,424 | 4,229 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $289,813 | 4,229 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||