Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$264,853
+$62,292 QoQ
Shares Held
1,267
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,208
of 2,723 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OARSMAN CAPITAL, INC. holds $6,706,967 across 4 Capital Markets names. MS ranks #4 (3.9% of the industry book) .
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,853 | 1,267 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $202,561 | 1,141 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $125,720 | 1,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $109,139 | 1,047 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||