Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,156,827
+$283,619 QoQ
Shares Held
5,534
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,316
of 2,723 holders
Holding Since
Jun 2020
25 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, 2026Douglass Winthrop Advisors, LLC holds $1,381,319 across 2 Capital Markets names. MS ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
5,534 | $1,156,827 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,433 | $224,492 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,827 | 5,534 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $873,208 | 5,306 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $949,785 | 5,350 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $835,016 | 5,253 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $775,856 | 5,508 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $642,618 | 5,508 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $686,682 | 5,462 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $573,528 | 5,502 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $548,248 | 5,641 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $513,831 | 5,457 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $607,896 | 6,519 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $503,577 | 6,166 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $574,571 | 6,728 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $502,479 | 5,723 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $486,144 | 5,718 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $514,592 | 6,513 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $495,074 | 6,509 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $568,449 | 6,504 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $638,138 | 6,501 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $632,223 | 6,497 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $595,343 | 6,493 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $504,091 | 6,491 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $424,132 | 6,189 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $260,364 | 5,385 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $259,950 | 5,382 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||