Position in MS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$25,084
+$5,336 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,632
of 2,722 holders
Holding Since
Jun 2024
3 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, 2026Kimelman & Baird, LLC holds $25,132 across 2 Capital Markets names. MS ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
120 | $25,084 | |
| 2 | XP |
XP Inc.
|
3 | $48 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,084 | 120 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $19,748 | 120 | Shares | Sole | 2026-05-13 | |
| 2024-06-30 | $17,008 | 175 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||