Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,824,081
+$342,624 QoQ
Shares Held
8,726
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,118
of 2,723 holders
Holding Since
Dec 2021
19 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, 2026LGT Group Foundation holds $51,409,886 across 4 Capital Markets names. MS ranks #3 (3.5% of the industry book) .
All Filings in MS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,824,081 | 8,726 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,481,457 | 9,002 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,570,605 | 8,847 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $10,465,607 | 65,838 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $10,108,113 | 71,760 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $2,326,048 | 19,937 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,404,142 | 19,123 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $2,055,924 | 19,723 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,915,905 | 19,713 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $1,807,023 | 19,191 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,416,560 | 15,191 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,281,645 | 15,693 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $17,563,021 | 205,656 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $2,550,677 | 29,051 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $3,510,985 | 41,296 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $3,413,389 | 43,202 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $3,385,886 | 44,516 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $4,586,838 | 52,481 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $5,951,046 | 60,626 | Shares | Defined | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||