Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$390,904
-$28,161 QoQ
Shares Held
1,870
-58.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,966
of 2,723 holders
Holding Since
Dec 2023
2 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, 2026Visionary Horizons, LLC holds $861,355 across 2 Capital Markets names. MS ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
5,405 | $470,451 | |
| 2 | MS |
Morgan Stanley
This page
|
1,870 | $390,904 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,904 | 1,870 | Shares | Sole | 2026-07-16 | |
| 2023-12-31 | $419,065 | 4,494 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||