Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,486,026
+$2,173,194 QoQ
Shares Held
45,379
+2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#571
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026Occidental Asset Management, LLC holds $10,054,415 across 2 Capital Markets names. MS ranks #1 (94.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
45,379 | $9,486,026 | |
| 2 | GS |
Goldman Sachs Group Inc
|
562 | $568,389 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,486,026 | 45,379 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,312,832 | 44,436 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,742,083 | 43,610 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $6,803,170 | 42,798 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,023,173 | 42,760 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,921,840 | 42,186 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,113,158 | 40,671 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,102,990 | 39,361 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,639,085 | 37,443 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,388,818 | 35,990 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,138,142 | 33,653 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,701,806 | 33,082 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,776,781 | 32,515 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,747,613 | 31,294 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,639,105 | 31,041 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,408,303 | 30,481 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,218,137 | 29,163 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,540,892 | 29,072 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,842,909 | 28,962 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,714,267 | 27,893 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,465,452 | 26,889 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,992,677 | 25,659 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,511,771 | 22,060 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||