Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$961,165
+$224,057 QoQ
Shares Held
4,598
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,429
of 2,723 holders
Holding Since
Jun 2024
9 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, 2026Optas, LLC holds $4,706,420 across 5 Capital Markets names. MS ranks #2 (20.4% of the industry book) .
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $961,165 | 4,598 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $737,108 | 4,479 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $776,869 | 4,376 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $584,654 | 3,678 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $476,669 | 3,384 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $355,725 | 3,049 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $383,571 | 3,051 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $299,271 | 2,871 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $223,827 | 2,303 | Shares | Other | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||