Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$336,345
+$71,552 QoQ
Shares Held
1,609
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,050
of 2,723 holders
Holding Since
Mar 2020
21 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, 2026Richard P Slaughter Associates Inc holds $336,345 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
|
1,609 | $336,345 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,345 | 1,609 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $264,793 | 1,609 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $298,782 | 1,683 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $269,755 | 1,697 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $245,096 | 1,740 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $425,262 | 3,645 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,724,478 | 21,671 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,352,384 | 22,567 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,258,695 | 23,240 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,886,286 | 30,653 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,957,423 | 31,715 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $2,514,537 | 30,789 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,502,903 | 29,308 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $2,556,736 | 29,120 | Shares | Sole | 2023-04-18 | |
| 2021-09-30 | $247,070 | 2,539 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,933,283 | 21,085 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $3,252,090 | 41,876 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $4,144,625 | 60,479 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,961,872 | 61,259 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,244,166 | 67,167 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,202,860 | 64,790 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||