Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$385,887
+$85,054 QoQ
Shares Held
1,846
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,979
of 2,723 holders
Holding Since
Dec 2022
7 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, 2026Per Stirling Capital Management, LLC. holds $385,887 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
|
1,846 | $385,887 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,887 | 1,846 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $300,833 | 1,828 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $293,102 | 1,651 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $262,919 | 1,654 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $232,559 | 1,651 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $207,563 | 1,651 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $277,675 | 3,266 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||