Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$325,266
+$57,676 QoQ
Shares Held
1,556
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,077
of 2,723 holders
Holding Since
Dec 2022
10 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, 2026Hoxton Planning & Management, LLC holds $325,266 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,556 | $325,266 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,266 | 1,556 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $267,590 | 1,626 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $287,421 | 1,619 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $262,125 | 1,649 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $242,138 | 1,719 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $202,889 | 1,739 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $248,548 | 1,977 | Shares | Sole | 2025-09-08 | |
| 2024-09-30 | $206,603 | 1,982 | Shares | Sole | 2024-10-08 | |
| 2023-03-31 | $215,022 | 2,449 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $210,594 | 2,477 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||