Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$678,543
+$144,349 QoQ
Shares Held
3,246
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,619
of 2,723 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GRANDFIELD & DODD, LLC holds $917,430 across 2 Capital Markets names. MS ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,246 | $678,543 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,589 | $238,887 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,543 | 3,246 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $534,194 | 3,246 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $576,262 | 3,246 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $515,984 | 3,246 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $428,777 | 3,044 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $354,560 | 3,039 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $381,560 | 3,035 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $315,847 | 3,030 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $337,249 | 3,470 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $266,943 | 2,835 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $315,651 | 3,385 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $337,133 | 4,128 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $352,531 | 4,128 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $362,438 | 4,128 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $350,962 | 4,128 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $329,313 | 4,168 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $339,836 | 4,468 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $407,983 | 4,668 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $387,633 | 3,949 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $380,384 | 3,909 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $346,954 | 3,784 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $301,631 | 3,884 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||