Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$344,288
+$47,569 QoQ
Shares Held
1,647
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,041
of 2,723 holders
Holding Since
Sep 2024
8 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, 2026Athena Investment Management holds $1,036,811 across 3 Capital Markets names. MS ranks #2 (33.2% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,288 | 1,647 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $296,719 | 1,803 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $320,086 | 1,803 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $286,604 | 1,803 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $259,886 | 1,845 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $215,256 | 1,845 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $234,342 | 1,864 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $206,186 | 1,978 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||