Position in MS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$475,356
+$101,124 QoQ
Shares Held
2,274
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,825
of 2,723 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Old North State Trust, LLC holds $475,356 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
|
2,274 | $475,356 |
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,356 | 2,274 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $374,232 | 2,274 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $403,703 | 2,274 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $361,475 | 2,274 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $320,315 | 2,274 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $265,307 | 2,274 | Shares | Sole | 2025-06-23 | |
| 2024-12-31 | $285,887 | 2,274 | Shares | Sole | 2025-03-10 | |
| 2024-09-30 | $237,041 | 2,274 | Shares | Sole | 2024-11-29 | |
| 2024-06-30 | $221,010 | 2,274 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $199,995 | 2,124 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $190,438 | 2,169 | Shares | Sole | 2023-05-24 | |
| 2022-12-31 | $182,537 | 2,147 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $169,634 | 2,147 | Shares | Sole | 2022-11-08 | |
| 2021-12-31 | $192,589 | 1,962 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $190,922 | 1,962 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $179,895 | 1,962 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $152,368 | 1,962 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||