Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,859,438
+$1,459,239 QoQ
Shares Held
32,814
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.51%
of 13F equity value
Holder Rank
#657
of 2,723 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Union Heritage Capital, LLC holds $6,859,438 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
|
32,814 | $6,859,438 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,859,438 | 32,814 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,400,199 | 32,814 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $5,825,469 | 32,814 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,216,113 | 32,814 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,622,180 | 32,814 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,828,409 | 32,814 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,125,376 | 32,814 | Shares | Sole | 2025-04-03 | |
| 2024-09-30 | $3,420,531 | 32,814 | Shares | Sole | 2025-01-10 | |
| 2024-06-30 | $3,189,192 | 32,814 | Shares | Sole | 2025-01-10 | |
| 2024-03-31 | $3,089,766 | 32,814 | Shares | Sole | 2025-01-08 | |
| 2023-12-31 | $2,587,407 | 27,747 | Shares | Sole | 2025-01-07 | |
| 2023-09-30 | $2,266,097 | 27,747 | Shares | Sole | 2025-01-06 | |
| 2023-06-30 | $2,369,593 | 27,747 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $2,436,186 | 27,747 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,359,049 | 27,747 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $2,192,290 | 27,747 | Shares | Sole | 2023-02-24 | |
| 2022-06-30 | $2,110,436 | 27,747 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,425,087 | 27,747 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,723,645 | 27,747 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,700,060 | 27,747 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,544,122 | 27,747 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,154,832 | 27,747 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||