Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,201,704
+$893,847 QoQ
Shares Held
20,100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#806
of 2,723 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, 2026Werlinich Asset Management, LLC holds $4,660,818 across 2 Capital Markets names. MS ranks #1 (90.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
20,100 | $4,201,704 | |
| 2 | FIGR |
Figure Technology Solutions, Inc.
|
14,950 | $459,114 |
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,201,704 | 20,100 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,307,857 | 20,100 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,563,027 | 20,070 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $3,190,327 | 20,070 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,827,060 | 20,070 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,423,235 | 20,770 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,611,204 | 20,770 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,165,064 | 20,770 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,018,636 | 20,770 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,955,703 | 20,770 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,836,092 | 19,690 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||