Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$337,390
+$64,533 QoQ
Shares Held
1,614
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.48%
of 13F equity value
Holder Rank
#2,048
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Auour Investments LLC holds $337,390 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
|
1,614 | $337,390 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,390 | 1,614 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $272,857 | 1,658 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $323,104 | 1,820 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $289,307 | 1,820 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $270,451 | 1,920 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||