Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$476,193
+$99,657 QoQ
Shares Held
2,278
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,824
of 2,723 holders
Holding Since
Dec 2020
22 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, 2026Kaizen Financial Strategies holds $476,193 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
|
2,278 | $476,193 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,193 | 2,278 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $376,536 | 2,288 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $403,170 | 2,271 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $358,931 | 2,258 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $371,588 | 2,638 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $305,325 | 2,617 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $318,197 | 2,531 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $260,287 | 2,497 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $240,448 | 2,474 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $231,256 | 2,456 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $227,343 | 2,438 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $353,222 | 4,325 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $398,647 | 4,668 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $327,757 | 3,733 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $314,914 | 3,704 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $315,091 | 3,988 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $300,817 | 3,955 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $334,829 | 3,831 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $364,173 | 3,710 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $358,587 | 3,685 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $362,905 | 4,673 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $436,124 | 6,364 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||