Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$284,503
+$48,346 QoQ
Shares Held
1,361
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,163
of 2,716 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Manchester Capital Management LLC holds $1,866,380 across 17 Capital Markets names. MS ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,098 | $1,110,484 | |
| 2 | MS |
Morgan Stanley
This page
|
1,361 | $284,503 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,341 | $216,004 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,140 | $214,599 | |
| 5 | EVR |
Evercore Inc.
|
59 | $20,144 | |
| 6 | NMR |
Nomura Holdings Inc
|
530 | $4,653 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
70 | $3,498 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
35 | $3,046 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,503 | 1,361 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $236,157 | 1,435 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $253,690 | 1,429 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $213,960 | 1,346 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $502,025 | 3,564 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $420,595 | 3,605 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $429,082 | 3,413 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $363,901 | 3,491 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $321,990 | 3,313 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $295,191 | 3,135 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $273,502 | 2,933 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $260,118 | 3,185 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $256,029 | 2,998 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $257,605 | 2,934 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $241,116 | 2,836 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $226,837 | 2,871 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $190,682 | 2,507 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $19,053 | 218 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $29,349 | 299 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $29,095 | 299 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $35,759 | 390 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,929 | 218 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,939 | 218 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||