Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$631,091
+$127,178 QoQ
Shares Held
3,019
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,659
of 2,721 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026McLean Asset Management Corp holds $1,655,635 across 3 Capital Markets names. MS ranks #2 (38.1% of the industry book) .
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,091 | 3,019 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $503,913 | 3,062 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $542,886 | 3,058 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $485,304 | 3,053 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $423,566 | 3,007 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $342,309 | 2,934 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $364,462 | 2,899 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $296,667 | 2,846 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $276,019 | 2,840 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $260,352 | 2,765 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $260,074 | 2,789 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $212,505 | 2,602 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $217,855 | 2,551 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $243,908 | 2,778 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $248,088 | 2,918 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $230,630 | 2,919 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $220,421 | 2,898 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $251,275 | 2,875 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $268,565 | 2,736 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $271,689 | 2,792 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $232,525 | 2,536 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $192,985 | 2,485 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||