Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$774,075
+$159,242 QoQ
Shares Held
3,703
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,553
of 2,722 holders
Holding Since
Sep 2022
13 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, 2026UNITED BANK holds $1,177,839 across 2 Capital Markets names. MS ranks #1 (65.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,703 | $774,075 | |
| 2 | PJT |
PJT Partners Inc.
|
2,675 | $403,764 |
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,075 | 3,703 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $614,833 | 3,736 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $798,885 | 4,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $715,320 | 4,500 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $633,870 | 4,500 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $525,015 | 4,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $251,440 | 2,000 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $208,480 | 2,000 | Shares | Sole | 2024-11-15 | |
| 2024-03-31 | $211,106 | 2,242 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $209,066 | 2,242 | Shares | Sole | 2024-02-07 | |
| 2023-03-31 | $328,898 | 3,746 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $297,910 | 3,504 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $268,950 | 3,404 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||