Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$968,482
+$265,996 QoQ
Shares Held
4,633
+17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,419
of 2,723 holders
Holding Since
Dec 2022
8 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, 20263Chopt Investment Partners, LLC holds $4,424,772 across 3 Capital Markets names. MS ranks #3 (21.9% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,482 | 4,633 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $702,486 | 3,957 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $627,256 | 3,946 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $561,467 | 3,986 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $491,064 | 4,209 | Shares | Sole | 2025-04-24 | |
| 2024-06-30 | $282,531 | 2,907 | Shares | Sole | 2024-08-22 | |
| 2023-12-31 | $202,818 | 2,175 | Shares | Sole | 2024-02-12 | |
| 2022-12-31 | $127,530 | 1,500 | Shares | Sole | 2023-05-24 | |
| No filing history on record for this holder in this stock. | ||||||