Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,165,607
+$231,508 QoQ
Shares Held
5,576
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,313
of 2,723 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Curbstone Financial Management Corp holds $1,165,607 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
|
5,576 | $1,165,607 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,607 | 5,576 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $934,099 | 5,676 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,025,413 | 5,776 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $862,516 | 5,426 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $799,521 | 5,676 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $662,218 | 5,676 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $701,014 | 5,576 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $602,090 | 5,776 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $566,812 | 5,832 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $530,309 | 5,632 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $525,184 | 5,632 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $451,798 | 5,532 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $472,432 | 5,532 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $485,709 | 5,532 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $483,083 | 5,682 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $486,859 | 6,162 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $453,469 | 5,962 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $521,078 | 5,962 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $590,137 | 6,012 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $546,103 | 5,612 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $514,564 | 5,612 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $435,827 | 5,612 | Shares | Sole | 2021-04-05 | |
| No filing history on record for this holder in this stock. | ||||||