Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,268,872
+$153,252 QoQ
Shares Held
6,070
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,282
of 2,723 holders
Holding Since
Mar 2024
10 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, 2026Klingman & Associates, LLC holds $3,513,219 across 3 Capital Markets names. MS ranks #2 (36.1% of the industry book) .
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,268,872 | 6,070 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,115,620 | 6,779 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,165,129 | 6,563 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,029,901 | 6,479 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $592,457 | 4,206 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $358,876 | 3,076 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $366,348 | 2,914 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $252,469 | 2,422 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $228,493 | 2,351 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $207,716 | 2,206 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||