Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,171,460
+$252,831 QoQ
Shares Held
5,604
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,309
of 2,723 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aljian Capital Management, LLC holds $1,624,136 across 2 Capital Markets names. MS ranks #1 (72.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
5,604 | $1,171,460 | |
| 2 | SCHW |
Schwab Charles Corp
|
4,906 | $452,676 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,171,460 | 5,604 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $918,629 | 5,582 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $986,534 | 5,557 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $917,835 | 5,774 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $811,071 | 5,758 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $671,319 | 5,754 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $717,609 | 5,708 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $597,712 | 5,734 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||