Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,535,844
+$1,199,333 QoQ
Shares Held
31,266
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#669
of 2,723 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SCHOLTZ & COMPANY, LLC holds $6,535,844 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
31,266 | $6,535,844 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,535,844 | 31,266 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,336,511 | 32,427 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,719,839 | 32,219 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,105,477 | 32,118 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,783,605 | 33,960 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $713,437 | 6,115 | Shares | Sole | 2025-05-15 | |
| 2023-03-31 | $1,908,508 | 21,737 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||