Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$205,276
+$48,113 QoQ
Shares Held
982
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,414
of 2,723 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Y.D. More Investments Ltd holds $513,417 across 6 Capital Markets names. MS ranks #2 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
221 | $223,512 | |
| 2 | MS |
Morgan Stanley
This page
|
982 | $205,276 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
210 | $59,152 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
287 | $24,980 | |
| 5 | SCHW |
Schwab Charles Corp
|
1,052 | $326 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
509 | $171 |
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,276 | 982 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $157,163 | 955 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $222,089 | 1,251 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $212,210 | 1,335 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $230,728 | 1,638 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $250,489 | 2,147 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $243,141 | 1,934 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $114,559 | 1,099 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $101,563 | 1,045 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $35,780 | 380 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $35,435 | 380 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $31,034 | 380 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $32,452 | 380 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $33,364 | 380 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,898 | 187 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||