Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,580,019
+$712,223 QoQ
Shares Held
17,126
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#857
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Capital Investment Counsel, Inc holds $11,077,417 across 2 Capital Markets names. MS ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
81,255 | $7,497,398 | |
| 2 | MS |
Morgan Stanley
This page
|
17,126 | $3,580,019 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,580,019 | 17,126 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,867,796 | 17,426 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,261,403 | 18,371 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,920,254 | 18,371 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,655,351 | 18,851 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,229,330 | 19,108 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,364,541 | 18,808 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,033,513 | 19,508 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,922,709 | 19,783 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,815,687 | 19,283 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,872,739 | 20,083 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,738,182 | 21,283 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,830,207 | 21,431 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,843,712 | 20,999 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,855,391 | 21,823 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,710,171 | 21,645 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,613,993 | 21,220 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,854,453 | 21,218 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,193,090 | 22,342 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,147,242 | 22,066 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,059,815 | 22,465 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,729,022 | 22,264 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,609,427 | 23,485 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,147,683 | 23,737 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,157,751 | 23,970 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $820,590 | 24,135 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||