Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,098,399
+$2,379,389 QoQ
Shares Held
57,876
-2.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#520
of 2,736 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GLOBALT Investments LLC / GA holds $26,859,865 across 4 Capital Markets names. MS ranks #1 (45.0% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,098,399 | 57,876 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,719,010 | 59,057 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,854,006 | 61,139 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,966,950 | 62,701 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,956,583 | 63,585 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7,892,958 | 67,652 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,435,057 | 67,094 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,094,782 | 68,062 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,720,336 | 38,279 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,644,839 | 38,709 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,666,403 | 39,318 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||