Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$690,250
+$167,412 QoQ
Shares Held
3,302
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,608
of 2,723 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Freestone Capital Holdings, LLC holds $3,668,192 across 6 Capital Markets names. MS ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,052 | $1,063,961 | |
| 2 | SCHW |
Schwab Charles Corp
|
7,888 | $727,825 | |
| 3 | MS |
Morgan Stanley
This page
|
3,302 | $690,250 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
5,972 | $519,802 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
5,684 | $355,988 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,095 | $310,366 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,250 | 3,302 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $522,838 | 3,177 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $630,941 | 3,554 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $787,805 | 4,956 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $564,285 | 4,006 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $468,080 | 4,012 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $472,330 | 3,757 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $375,785 | 3,605 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $284,669 | 2,929 | Shares | Defined | 2024-11-22 | |
| 2024-03-31 | $253,384 | 2,691 | Shares | Defined | 2024-11-22 | |
| 2023-12-31 | $398,643 | 4,275 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $334,438 | 4,095 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $364,316 | 4,266 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $388,954 | 4,430 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $374,428 | 4,404 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $342,982 | 4,341 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $331,545 | 4,359 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $1,142,667 | 13,074 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,060,913 | 10,808 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $465,628 | 4,785 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $226,841 | 2,474 | Shares | Defined | 2021-08-16 | |
| 2020-12-31 | $118,214 | 1,725 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $75,135 | 1,554 | Shares | Defined | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||