Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,271
+$1,334 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,703
of 2,734 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Osbon Capital Management LLC holds $470,653 across 8 Capital Markets names. MS ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRCL |
Circle Internet Group, Inc.
|
4,684 | $293,358 | |
| 2 | PJT |
PJT Partners Inc.
|
559 | $84,375 | |
| 3 | GS |
Goldman Sachs Group Inc
|
48 | $48,545 | |
| 4 | SCHW |
Schwab Charles Corp
|
206 | $19,007 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
135 | $13,537 | |
| 6 | MS |
Morgan Stanley
This page
|
30 | $6,271 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
52 | $4,526 | |
| 8 | NAKA |
Nakamoto Inc.
|
262 | $1,034 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,271 | 30 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,937 | 30 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,325 | 30 | Shares | Sole | 2026-03-16 | |
| No filing history on record for this holder in this stock. | ||||||