Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,752,477
+$687,361 QoQ
Shares Held
17,951
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#838
of 2,723 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Prudent Man Advisors, LLC holds $3,752,477 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
|
17,951 | $3,752,477 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,752,477 | 17,951 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,065,116 | 18,625 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,127,164 | 11,982 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,920,236 | 12,080 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,344,473 | 16,644 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,768,133 | 15,155 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,888,188 | 15,019 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,999,740 | 19,184 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,131,668 | 21,933 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,977,642 | 21,003 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,060,918 | 22,101 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,634,625 | 20,015 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,943,789 | 22,761 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,035,204 | 23,180 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,000,775 | 23,533 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,666,162 | 21,088 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,545,767 | 20,323 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,785,407 | 20,428 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,149,409 | 21,897 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,425,549 | 24,926 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,314,714 | 25,245 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,136,814 | 27,515 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,820,362 | 26,563 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,283,450 | 26,545 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,138,575 | 23,573 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||