Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,213,410
+$1,024,044 QoQ
Shares Held
20,156
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#805
of 2,723 holders
Holding Since
Dec 2022
15 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, 2026Schear Investment Advisers, LLC holds $7,835,125 across 2 Capital Markets names. MS ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
20,156 | $4,213,410 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,581 | $3,621,715 |
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,213,410 | 20,156 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,189,366 | 19,380 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,408,043 | 19,197 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,807,869 | 17,664 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,459,415 | 17,460 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,924,588 | 16,496 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,736,067 | 13,809 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,124,853 | 10,791 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $962,569 | 9,904 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $953,370 | 10,125 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,358,372 | 14,567 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,208,307 | 14,795 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,302,520 | 15,252 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,330,960 | 15,159 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,279,380 | 15,048 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||