Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$241,023
+$169,044 QoQ
Shares Held
1,153
+125.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,264
of 2,722 holders
Holding Since
Jun 2023
5 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, 2026Garde Capital, Inc. holds $2,552,280 across 3 Capital Markets names. MS ranks #3 (9.4% of the industry book) .
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,023 | 1,153 | Shares | Sole | 2026-07-31 | |
| 2025-06-30 | $71,979 | 511 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $29,634 | 254 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $347,424 | 4,254 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $359,363 | 4,208 | Shares | Sole | 2023-08-29 | |
| No filing history on record for this holder in this stock. | ||||||