Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$98,039
+$45,213 QoQ
Shares Held
469
+46.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#924
of 1,023 holders
Holding Since
Dec 2021
18 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, 2026SJS Investment Consulting Inc. holds $1,824,218 across 36 Capital Markets names. MS ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
10,497 | $968,557 | |
| 2 | GS |
Goldman Sachs Group Inc
|
300 | $303,410 | |
| 3 | GLXY |
Galaxy Digital Inc.
|
3,700 | $101,158 | |
| 4 | MS |
Morgan Stanley
This page
|
469 | $98,039 | |
| 5 | SF |
Stifel Financial Corp
|
805 | $56,163 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
865 | $43,232 | |
| 7 | TW |
Tradeweb Markets Inc.
|
380 | $37,870 | |
| 8 | WULF |
Terawulf Inc.
|
1,131 | $27,935 |
All Filings in MS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,039 | 469 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $52,826 | 321 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $51,661 | 291 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $39,103 | 246 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,789 | 34 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $6,533 | 56 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $7,040 | 56 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $6,879 | 66 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $6,608 | 68 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $6,591 | 70 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $34,409 | 369 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $32,013 | 392 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $32,622 | 382 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $34,680 | 395 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $32,222 | 379 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $27,021 | 342 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $31,376 | 359 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $29,448 | 300 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||