Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,361,572
+$511,056 QoQ
Shares Held
16,081
-7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#878
of 2,722 holders
Holding Since
Dec 2024
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, 2026GAM Holding AG holds $20,988,562 across 7 Capital Markets names. MS ranks #4 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XP |
XP Inc.
|
394,299 | $6,411,301 | |
| 2 | SCHW |
Schwab Charles Corp
|
59,343 | $5,475,578 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,571 | $3,611,601 | |
| 4 | MS |
Morgan Stanley
This page
|
16,081 | $3,361,572 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
9,578 | $833,669 | |
| 6 | FUTU |
Futu Holdings Ltd
|
8,000 | $749,920 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
5,434 | $544,921 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,361,572 | 16,081 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,850,516 | 17,321 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $4,638,858 | 26,130 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $405,983 | 2,554 | Shares | Sole | 2025-10-21 | |
| 2024-12-31 | $1,046,116 | 8,321 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||