Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$392,995
+$78,996 QoQ
Shares Held
1,880
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,960
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, 2026ACORN CREEK CAPITAL LLC holds $737,872 across 2 Capital Markets names. MS ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,880 | $392,995 | |
| 2 | GS |
Goldman Sachs Group Inc
|
341 | $344,877 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,995 | 1,880 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $313,999 | 1,908 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $338,904 | 1,909 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $298,685 | 1,879 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $261,858 | 1,859 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $206,739 | 1,772 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $226,170 | 1,799 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||