Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,575,116
+$333,930 QoQ
Shares Held
7,535
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,189
of 2,723 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, 2026Carmel Capital Partners, LLC holds $7,644,849 across 5 Capital Markets names. MS ranks #3 (20.6% of the industry book) .
All Filings in MS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,575,116 | 7,535 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,241,186 | 7,542 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,343,191 | 7,566 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,204,916 | 7,580 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,486,495 | 10,553 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,254,669 | 10,754 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,166,807 | 9,281 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $964,011 | 9,248 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $872,085 | 8,973 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $815,708 | 8,663 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $172,078 | 2,107 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $135,871 | 1,591 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $257,605 | 2,934 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $308,367 | 3,627 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $286,569 | 3,627 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $275,869 | 3,627 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $316,999 | 3,627 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $356,811 | 3,635 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||