Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$200,678
+$41,046 QoQ
Shares Held
960
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,429
of 2,718 holders
Holding Since
Mar 2020
26 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, 2026MV CAPITAL MANAGEMENT, INC. holds $1,210,292 across 17 Capital Markets names. MS ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
804 | $813,141 | |
| 2 | MS |
Morgan Stanley
This page
|
960 | $200,678 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,534 | $141,542 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
367 | $36,802 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
22 | $6,196 | |
| 6 | XP |
XP Inc.
|
249 | $4,048 | |
| 7 | TW |
Tradeweb Markets Inc.
|
23 | $2,292 | |
| 8 | NMR |
Nomura Holdings Inc
|
211 | $1,852 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,678 | 960 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $159,632 | 970 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $173,446 | 977 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $154,350 | 971 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $129,732 | 921 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $107,569 | 922 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $115,536 | 919 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $111,536 | 1,070 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $108,949 | 1,121 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $97,737 | 1,038 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $112,272 | 1,204 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $97,268 | 1,191 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $99,149 | 1,161 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $108,783 | 1,239 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $28,736 | 338 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $27,179 | 344 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $23,198 | 305 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $26,657 | 305 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $29,938 | 305 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $29,679 | 305 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $27,965 | 305 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $23,686 | 305 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $20,901 | 305 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $14,746 | 305 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,731 | 305 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $12,376 | 364 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||