Position in MS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$7,491,575
+$1,715,168 QoQ
Shares Held
35,838
+2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#634
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BRASADA CAPITAL MANAGEMENT, LP holds $8,502,945 across 2 Capital Markets names. MS ranks #1 (88.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
35,838 | $7,491,575 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,000 | $1,011,370 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,491,575 | 35,838 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $5,776,407 | 35,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,220,473 | 35,039 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,403,368 | 33,992 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,646,267 | 32,985 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,784,074 | 32,434 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,099,100 | 32,605 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,211,425 | 30,808 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,798,476 | 39,083 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,675,933 | 28,419 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,619,019 | 28,086 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,816,749 | 22,245 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,699,972 | 19,906 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,767,238 | 20,128 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,601,011 | 18,831 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,472,588 | 18,638 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,986,002 | 26,111 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,587,708 | 18,166 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,639,762 | 16,705 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,406,810 | 14,457 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,302,181 | 14,202 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,044,138 | 13,445 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $824,758 | 12,035 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||