Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$247,503
+$38,170 QoQ
Shares Held
1,184
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,247
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026Cottage Street Advisors LLC holds $247,503 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,184 | $247,503 |
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,503 | 1,184 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $209,333 | 1,272 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $227,593 | 1,282 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $201,720 | 1,269 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||