Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$841,386
+$178,992 QoQ
Shares Held
4,025
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,507
of 2,723 holders
Holding Since
Sep 2022
10 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, 2026Alpha Family Trust holds $1,401,464 across 2 Capital Markets names. MS ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,025 | $841,386 | |
| 2 | SCHW |
Schwab Charles Corp
|
6,070 | $560,078 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,386 | 4,025 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $662,394 | 4,025 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $714,558 | 4,025 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $639,814 | 4,025 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $566,961 | 4,025 | Shares | Defined | 2025-08-13 | |
| 2023-09-30 | $359,756 | 4,405 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $376,187 | 4,405 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $386,759 | 4,405 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $374,513 | 4,405 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $204,240 | 2,585 | Shares | Defined | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||