Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,473,341
-$549,354 QoQ
Shares Held
30,967
-27.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#673
of 2,723 holders
Holding Since
Mar 2021
22 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, 2026Socorro Asset Management LP holds $6,473,341 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
|
30,967 | $6,473,341 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,473,341 | 30,967 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,022,695 | 42,673 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,226,109 | 63,235 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $10,730,912 | 67,507 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,339,019 | 94,697 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,773,169 | 100,910 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,684,085 | 77,029 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,029,502 | 77,029 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,173,278 | 94,385 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,916,251 | 115,933 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,529,137 | 112,913 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,300,612 | 101,636 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,679,714 | 101,636 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,923,640 | 101,636 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,641,092 | 101,636 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,930,658 | 113,032 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,964,277 | 144,153 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,816,485 | 169,525 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $14,560,072 | 148,330 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,558,202 | 139,330 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,155,005 | 121,660 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,587,248 | 71,945 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||