Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$394,458
+$141,844 QoQ
Shares Held
1,887
+22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,957
of 2,723 holders
Holding Since
Dec 2023
7 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, 2026Coastwise Capital Group, LLC holds $717,310 across 2 Capital Markets names. MS ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,887 | $394,458 | |
| 2 | SCHW |
Schwab Charles Corp
|
3,499 | $322,852 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,458 | 1,887 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $252,614 | 1,535 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $212,148 | 1,195 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $429,333 | 3,415 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $353,894 | 3,395 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $204,703 | 2,174 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $220,349 | 2,363 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||