Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$697,148
+$140,902 QoQ
Shares Held
3,335
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,604
of 2,723 holders
Holding Since
Dec 2021
7 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, 2026Sierra Capital LLC holds $1,656,927 across 2 Capital Markets names. MS ranks #2 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
9,571 | $959,779 | |
| 2 | MS |
Morgan Stanley
This page
|
3,335 | $697,148 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,148 | 3,335 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $556,246 | 3,380 | Shares | Sole | 2026-05-15 | |
| 2022-12-31 | $10,712 | 126 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $9,955 | 126 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $11,561 | 152 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,256 | 186 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $17,079 | 174 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||