Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,454,709
+$398,664 QoQ
Shares Held
6,959
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,224
of 2,723 holders
Holding Since
Mar 2021
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, 2026Grandview Asset Management LLC holds $3,558,529 across 3 Capital Markets names. MS ranks #2 (40.9% of the industry book) .
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,454,709 | 6,959 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,056,045 | 6,417 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,035,887 | 5,835 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $664,134 | 4,178 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $212,416 | 1,508 | Shares | Sole | 2025-07-17 | |
| 2022-03-31 | $214,479 | 2,454 | Shares | Sole | 2022-04-26 | |
| 2021-03-31 | $109,034 | 1,404 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||