Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,139,268
+$271,985 QoQ
Shares Held
5,450
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,327
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Quilter Plc holds $2,188,058 across 2 Capital Markets names. MS ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
5,450 | $1,139,268 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,037 | $1,048,790 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,139,268 | 5,450 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $867,283 | 5,270 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $880,370 | 4,959 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $788,282 | 4,959 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $1,326,901 | 9,420 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $574,016 | 4,920 | Shares | Defined | 2025-04-24 | |
| 2024-12-31 | $1,206,283 | 9,595 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $627,003 | 6,015 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $674,498 | 6,940 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $653,470 | 6,940 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $657,878 | 7,055 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $657,851 | 8,055 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $687,897 | 8,055 | Shares | Defined | 2023-07-19 | |
| 2023-03-31 | $622,502 | 7,090 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $615,544 | 7,240 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $583,093 | 7,380 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $561,322 | 7,380 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $645,012 | 7,380 | Shares | Defined | 2022-05-20 | |
| 2021-12-31 | $724,420 | 7,380 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $959,865 | 9,864 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $618,723 | 6,748 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $523,271 | 6,738 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $539,741 | 7,876 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $380,804 | 7,876 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $413,157 | 8,554 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $266,356 | 7,834 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||