Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$478,701
+$101,836 QoQ
Shares Held
2,290
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,820
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Harold Davidson & Associates Inc. holds $478,701 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
|
2,290 | $478,701 |
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,701 | 2,290 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $376,865 | 2,290 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $406,543 | 2,290 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $364,018 | 2,290 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $322,569 | 2,290 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||