Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$8,779
+$2,361 QoQ
Shares Held
42
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,684
of 2,723 holders
Holding Since
Jun 2021
14 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, 2026WestEnd Advisors, LLC holds $28,150 across 5 Capital Markets names. MS ranks #2 (31.2% of the industry book) .
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,779 | 42 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $6,418 | 39 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,923 | 39 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,450 | 28 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,803 | 27 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,316 | 37 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,143 | 25 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,397 | 23 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,040 | 21 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $470 | 5 | Shares | Sole | 2024-05-07 | |
| 2022-03-31 | $1,398 | 16 | Principal | Other | 2022-04-26 | |
| 2021-12-31 | $1,668 | 17 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,654 | 17 | Principal | Sole | 2021-10-26 | |
| 2021-06-30 | $1,558 | 17 | Principal | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||