Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$25,078,528
+$5,730,034 QoQ
Shares Held
119,970
+2.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#383
of 2,723 holders
Holding Since
Mar 2025
6 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, 2026Covea Finance holds $28,185,632 across 2 Capital Markets names. MS ranks #1 (89.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
119,970 | $25,078,528 | |
| 2 | EVR |
Evercore Inc.
|
9,100 | $3,107,104 |
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,078,528 | 119,970 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $19,348,494 | 117,570 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $23,149,912 | 130,400 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $15,927,792 | 100,200 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,831,710 | 48,500 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,360,096 | 28,800 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||