Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,045,200
+$222,350 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,369
of 2,723 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026De Lisle Partners LLP holds $1,045,200 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
|
5,000 | $1,045,200 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045,200 | 5,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $822,850 | 5,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $887,650 | 5,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $794,800 | 5,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $704,300 | 5,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $583,350 | 5,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $628,600 | 5,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $521,200 | 5,000 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||