Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$297,463
+$82,206 QoQ
Shares Held
1,423
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,139
of 2,723 holders
Holding Since
Dec 2024
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, 2026Davis Investment Partners, LLC holds $1,919,990 across 3 Capital Markets names. MS ranks #3 (15.5% of the industry book) .
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,463 | 1,423 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $215,257 | 1,308 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $311,920 | 1,757 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $285,015 | 1,793 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $253,407 | 1,799 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $238,006 | 2,040 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $207,312 | 1,649 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||