Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$157,197
+$130,568 QoQ
Shares Held
752
+401.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,459
of 2,718 holders
Holding Since
Dec 2024
6 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, 2026Cape Investment Advisory, Inc. holds $2,755,076 across 15 Capital Markets names. MS ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
23,929 | $2,207,928 | |
| 2 | GS |
Goldman Sachs Group Inc
|
339 | $342,853 | |
| 3 | MS |
Morgan Stanley
This page
|
752 | $157,197 | |
| 4 | NMR |
Nomura Holdings Inc
|
2,430 | $21,334 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
66 | $6,617 | |
| 6 | SF |
Stifel Financial Corp
|
71 | $4,953 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
15 | $4,225 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
20 | $2,682 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,197 | 752 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $26,629 | 150 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,490 | 66 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $3,803 | 27 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,866 | 16 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,514 | 20 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||