Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$486,018
-$17,072 QoQ
Shares Held
2,325
-23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,805
of 2,721 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Accredited Investors Inc. holds $2,279,135 across 4 Capital Markets names. MS ranks #3 (21.3% of the industry book) .
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,018 | 2,325 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $503,090 | 3,057 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $585,671 | 3,299 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $453,194 | 2,851 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $337,782 | 2,398 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $279,307 | 2,394 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $298,585 | 2,375 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $269,877 | 2,589 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $251,041 | 2,583 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $259,410 | 2,755 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $316,583 | 3,395 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $284,619 | 3,485 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||