Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$33,036,472
+$6,713,666 QoQ
Shares Held
158,039
-1.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
#346
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Boston Common Asset Management, LLC holds $43,826,248 across 2 Capital Markets names. MS ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
158,039 | $33,036,472 | |
| 2 | SCHW |
Schwab Charles Corp
|
116,937 | $10,789,776 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,036,472 | 158,039 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $26,322,806 | 159,949 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $30,996,560 | 174,599 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $36,089,324 | 227,034 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $31,835,627 | 226,009 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $26,644,161 | 228,372 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $17,900,893 | 142,387 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $12,282,911 | 117,833 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $10,829,784 | 111,429 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $10,196,303 | 108,287 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $18,177,315 | 194,931 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $16,908,058 | 207,029 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $18,049,802 | 211,356 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $23,936,475 | 272,625 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $23,402,945 | 275,264 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $25,305,717 | 320,285 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $29,408,142 | 386,644 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $29,660,238 | 339,362 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $40,798,240 | 415,630 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $40,460,622 | 415,791 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $38,036,679 | 414,840 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $28,258,377 | 363,873 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $26,418,589 | 385,504 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $13,506,427 | 279,347 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $13,445,995 | 278,385 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $8,429,484 | 247,926 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||