Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$941,307
+$172,107 QoQ
Shares Held
4,503
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,440
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, 2026WASHBURN CAPITAL MANAGEMENT, INC. holds $1,671,516 across 2 Capital Markets names. MS ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,503 | $941,307 | |
| 2 | GS |
Goldman Sachs Group Inc
|
722 | $730,209 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $941,307 | 4,503 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $769,200 | 4,674 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $820,898 | 4,624 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $737,892 | 4,642 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $774,166 | 5,496 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $640,518 | 5,490 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $714,843 | 5,686 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $592,083 | 5,680 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $639,121 | 6,576 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $700,644 | 7,441 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,000,665 | 10,731 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $892,326 | 10,926 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $949,306 | 11,116 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,166,949 | 13,291 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,283,887 | 15,101 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,153,941 | 14,605 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,059,135 | 13,925 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,120,031 | 12,815 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,066,508 | 10,865 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $923,471 | 9,490 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $707,846 | 7,720 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $548,279 | 7,060 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $255,616 | 3,730 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||