Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$988,968
+$179,778 QoQ
Shares Held
4,731
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,407
of 2,723 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Goelzer Investment Management, Inc. holds $5,670,290 across 3 Capital Markets names. MS ranks #2 (17.4% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,968 | 4,731 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $809,190 | 4,917 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $874,335 | 4,925 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $305,203 | 1,920 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $291,439 | 2,069 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $205,805 | 1,764 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||