Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$41,368,179
+$8,804,220 QoQ
Shares Held
197,896
+0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
4.76%
of 13F equity value
Holder Rank
#303
of 2,722 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, 2026J.P. Marvel Investment Advisors, LLC holds $41,368,179 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
|
197,896 | $41,368,179 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,368,179 | 197,896 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $32,563,959 | 197,873 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $35,179,877 | 198,163 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $31,499,990 | 198,163 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,830,273 | 197,574 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,138,111 | 198,321 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $24,979,558 | 198,692 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $20,840,286 | 199,926 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $19,487,761 | 200,512 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $18,880,209 | 200,512 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $18,713,689 | 200,683 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,700,943 | 204,493 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $17,463,702 | 204,493 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,162,834 | 206,866 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $17,605,941 | 207,080 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $16,389,834 | 207,440 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $15,847,101 | 208,350 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $18,278,224 | 209,133 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $20,704,201 | 210,923 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,567,052 | 211,356 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $19,363,552 | 211,185 | Shares | Sole | 2021-09-09 | |
| 2021-03-31 | $16,403,034 | 211,216 | Shares | Sole | 2021-09-09 | |
| 2020-12-31 | $14,443,862 | 210,767 | Shares | Sole | 2021-09-09 | |
| 2020-09-30 | $9,770,906 | 202,087 | Shares | Sole | 2021-09-09 | |
| 2020-06-30 | $9,795,095 | 202,797 | Shares | Sole | 2021-09-09 | |
| 2020-03-31 | $6,965,240 | 204,860 | Shares | Sole | 2021-09-09 | |
| No filing history on record for this holder in this stock. | ||||||