Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$10,820,955
+$442,678 QoQ
Shares Held
51,765
-17.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.86%
of 13F equity value
Holder Rank
#537
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Baugh & Associates, LLC holds $10,820,955 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
|
51,765 | $10,820,955 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,820,955 | 51,765 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $10,378,277 | 63,063 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $11,010,765 | 62,022 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $10,166,445 | 63,956 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,317,043 | 66,144 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $8,082,897 | 69,280 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,756,523 | 69,651 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,274,388 | 69,785 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,721,271 | 69,156 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,826,694 | 72,501 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $6,779,834 | 72,706 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,842,590 | 71,539 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,121,386 | 71,679 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,154,428 | 70,096 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $6,091,768 | 71,651 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $5,662,172 | 71,664 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $5,233,536 | 68,808 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $6,105,501 | 69,857 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $6,893,973 | 70,232 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $6,849,358 | 70,387 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $6,466,712 | 70,528 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $5,529,624 | 71,203 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $4,889,272 | 71,345 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,538,011 | 73,175 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,549,567 | 73,490 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,500,020 | 73,530 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||