Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$967,019
+$229,746 QoQ
Shares Held
4,626
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,420
of 2,716 holders
Holding Since
Sep 2023
12 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $7,374,415 across 3 Capital Markets names. MS ranks #3 (13.1% of the industry book) .
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,019 | 4,626 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $737,273 | 4,480 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $712,605 | 4,014 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $597,689 | 3,760 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $496,108 | 3,522 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $375,910 | 3,222 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $418,019 | 3,325 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $325,645 | 3,124 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $307,023 | 3,159 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $265,719 | 2,822 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $261,846 | 2,808 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $229,411 | 2,809 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||