Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,847,124
+$486,039 QoQ
Shares Held
13,620
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#951
of 2,723 holders
Holding Since
Mar 2023
14 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, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $5,038,220 across 3 Capital Markets names. MS ranks #1 (56.5% of the industry book) .
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,847,124 | 13,620 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,361,085 | 14,347 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,547,022 | 14,347 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,328,287 | 14,647 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,063,176 | 14,647 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,715,165 | 14,701 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,917,984 | 15,256 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,595,080 | 15,302 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,487,201 | 15,302 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,445,261 | 15,349 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,453,860 | 15,591 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,350,821 | 16,540 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,465,976 | 17,166 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,514,989 | 17,255 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||