Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,957,202
+$719,724 QoQ
Shares Held
47,633
-15.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#563
of 2,718 holders
Holding Since
Sep 2021
20 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, 2026CHOREO, LLC holds $39,363,375 across 17 Capital Markets names. MS ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
11,203 | $11,330,378 | |
| 2 | MS |
Morgan Stanley
This page
|
47,633 | $9,957,202 | |
| 3 | SCHW |
Schwab Charles Corp
|
102,186 | $9,428,702 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
22,360 | $2,242,260 | |
| 5 | SF |
Stifel Financial Corp
|
15,639 | $1,091,133 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3,631 | $1,022,780 | |
| 7 | EVR |
Evercore Inc.
|
1,854 | $633,029 | |
| 8 | MRX |
Marex Group Ltd
|
10,232 | $623,640 |
All Filings in MS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,957,202 | 47,633 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $9,237,478 | 56,131 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,462,704 | 53,302 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,356,209 | 52,568 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,205,693 | 51,155 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,567,492 | 47,720 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,544,880 | 44,105 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $12,786,703 | 122,666 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,440,222 | 45,686 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $501,966 | 5,331 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $469,980 | 5,040 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $373,803 | 4,577 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $374,906 | 4,390 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $382,105 | 4,352 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $276,059 | 3,247 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $271,794 | 3,440 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $260,429 | 3,424 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $206,351 | 2,361 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $246,381 | 2,510 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $244,248 | 2,510 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||