Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$413,690
+$82,247 QoQ
Shares Held
1,979
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,923
of 2,723 holders
Holding Since
Sep 2024
8 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, 2026Sunpointe, LLC holds $1,284,622 across 3 Capital Markets names. MS ranks #2 (32.2% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,690 | 1,979 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $331,443 | 2,014 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $374,233 | 2,108 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $297,255 | 1,870 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $374,265 | 2,657 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $299,841 | 2,570 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $350,255 | 2,786 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $287,598 | 2,759 | Shares | Defined | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||