Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$380,034
+$63,073 QoQ
Shares Held
1,818
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,990
of 2,723 holders
Holding Since
Jun 2020
13 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, 2026Van Hulzen Asset Management, LLC holds $838,200 across 3 Capital Markets names. MS ranks #1 (45.3% of the industry book) .
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,034 | 1,818 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $316,961 | 1,926 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $757,698 | 4,268 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $649,828 | 4,088 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $563,017 | 3,997 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $389,794 | 3,341 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $433,734 | 3,450 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $358,168 | 3,436 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,424,963 | 45,529 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,968,917 | 52,771 | Shares | Sole | 2024-05-06 | |
| 2020-12-31 | $514,523 | 7,508 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $366,347 | 7,577 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $365,920 | 7,576 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||