Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,573,120
+$1,658,513 QoQ
Shares Held
17,093
+46.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#858
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $17,700,422 across 3 Capital Markets names. MS ranks #3 (20.2% of the industry book) .
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,573,120 | 17,093 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,914,607 | 11,634 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $510,398 | 2,875 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $440,477 | 2,771 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $407,507 | 2,893 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $248,040 | 2,126 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $215,735 | 1,716 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||