Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$232,870
+$30,841 QoQ
Shares Held
1,114
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,291
of 2,723 holders
Holding Since
Dec 2025
2 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, 2026Curran Financial Partners, LLC holds $232,870 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
|
1,114 | $232,870 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,870 | 1,114 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $202,029 | 1,138 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||