Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$376,481
+$95,067 QoQ
Shares Held
1,801
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,997
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Warwick Investment Management, Inc. holds $732,483 across 2 Capital Markets names. MS ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,801 | $376,481 | |
| 2 | GS |
Goldman Sachs Group Inc
|
352 | $356,002 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,481 | 1,801 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $281,414 | 1,710 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $288,486 | 1,625 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $290,896 | 1,830 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $227,770 | 1,617 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||