Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$370,209
+$62,299 QoQ
Shares Held
1,771
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,005
of 2,723 holders
Holding Since
Jun 2021
16 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, 2026Birch Hill Investment Advisors LLC holds $1,244,985 across 3 Capital Markets names. MS ranks #2 (29.7% of the industry book) .
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,209 | 1,771 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $307,910 | 1,871 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $332,158 | 1,871 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $297,414 | 1,871 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $263,549 | 1,871 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $229,956 | 1,971 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $260,366 | 2,071 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $226,305 | 2,171 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $210,999 | 2,171 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $204,421 | 2,171 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $211,770 | 2,271 | Shares | Sole | 2024-01-29 | |
| 2023-06-30 | $209,315 | 2,451 | Shares | Sole | 2023-07-20 | |
| 2022-03-31 | $207,837 | 2,378 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $264,835 | 2,698 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $217,779 | 2,238 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $205,202 | 2,238 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||