Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$722,651
+$209,193 QoQ
Shares Held
3,457
+10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,585
of 2,723 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CHASE INVESTMENT COUNSEL CORP holds $14,534,151 across 3 Capital Markets names. MS ranks #3 (5.0% of the industry book) .
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,651 | 3,457 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $513,458 | 3,120 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $804,921 | 4,534 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $720,724 | 4,534 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $760,362 | 5,398 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $645,418 | 5,532 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $726,410 | 5,778 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $604,904 | 5,803 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $538,335 | 5,539 | Shares | Sole | 2024-08-19 | |
| 2022-03-31 | $2,807,725 | 32,125 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,277,955 | 33,394 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,253,657 | 33,436 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,220,702 | 35,126 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,803,659 | 61,855 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,357,548 | 63,586 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,094,641 | 64,005 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,155,097 | 44,619 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||