Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$359,339
+$116,928 QoQ
Shares Held
1,719
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,023
of 2,723 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRAPHAGEN INVESTMENT ADVISORS LLC holds $10,825,142 across 3 Capital Markets names. MS ranks #2 (3.3% of the industry book) .
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,339 | 1,719 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $242,411 | 1,473 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $243,393 | 1,371 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $220,477 | 1,387 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $206,359 | 1,465 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||