Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,820,738
+$499,241 QoQ
Shares Held
8,710
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,119
of 2,723 holders
Holding Since
Mar 2020
24 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, 2026Westover Capital Advisors, LLC holds $16,664,075 across 4 Capital Markets names. MS ranks #3 (10.9% of the industry book) .
All Filings in MS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,820,738 | 8,710 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,321,497 | 8,030 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,425,565 | 8,030 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,196,968 | 7,530 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,060,675 | 7,530 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $878,525 | 7,530 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $946,671 | 7,530 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $795,663 | 7,633 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $563,993 | 5,803 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $546,410 | 5,803 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $541,129 | 5,803 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $465,519 | 5,700 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $486,780 | 5,700 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $500,460 | 5,700 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $340,080 | 4,000 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $316,040 | 4,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $304,240 | 4,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $349,600 | 4,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $392,640 | 4,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $389,240 | 4,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $366,760 | 4,000 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $310,640 | 4,000 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $274,120 | 4,000 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $272,000 | 8,000 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||