Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,548,986
+$354,373 QoQ
Shares Held
7,410
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,201
of 2,723 holders
Holding Since
Dec 2022
4 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, 2026Davidson Capital Management Inc. holds $9,833,615 across 4 Capital Markets names. MS ranks #2 (15.8% of the industry book) .
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,548,986 | 7,410 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,194,613 | 7,259 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,018 | 17 | Shares | Sole | 2026-01-28 | |
| 2022-12-31 | $1,700 | 20 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||