Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,492,336
+$317,471 QoQ
Shares Held
7,139
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,214
of 2,723 holders
Holding Since
Jun 2024
9 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, 2026One Capital Management, LLC holds $9,488,173 across 5 Capital Markets names. MS ranks #3 (15.7% of the industry book) .
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,492,336 | 7,139 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,174,865 | 7,139 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,216,435 | 6,852 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $853,774 | 5,371 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $756,559 | 5,371 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $460,146 | 3,944 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $458,752 | 3,649 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $380,371 | 3,649 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $354,160 | 3,644 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||