Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,057,210
+$609,232 QoQ
Shares Held
14,625
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#919
of 2,723 holders
Holding Since
Sep 2024
8 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, 2026HALL LAURIE J TRUSTEE holds $3,057,210 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
14,625 | $3,057,210 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,057,210 | 14,625 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $2,447,978 | 14,875 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $3,018,010 | 17,000 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $2,861,280 | 18,000 | Shares | Defined | 2025-10-14 | |
| 2025-06-30 | $2,535,480 | 18,000 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,100,060 | 18,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,262,960 | 18,000 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $1,876,320 | 18,000 | Shares | Other | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||