Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,779,680
+$1,538,600 QoQ
Shares Held
42,000
-4.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#591
of 2,722 holders
Holding Since
Dec 2023
11 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, 2026INSPIRE TRUST CO, N.A. holds $8,779,680 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
|
42,000 | $8,779,680 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,779,680 | 42,000 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $7,241,080 | 44,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,394,453 | 36,019 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,722,560 | 36,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,070,960 | 36,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,850,110 | 33,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,771,600 | 30,000 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,679,672 | 35,300 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $2,847,667 | 29,300 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,817,288 | 19,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $773,975 | 8,300 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||