Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$766,967
+$167,604 QoQ
Shares Held
3,669
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#1,562
of 2,722 holders
Holding Since
Dec 2025
3 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, 2026Blue Water Asset Management holds $766,967 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
|
3,669 | $766,967 |
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,967 | 3,669 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $599,363 | 3,642 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $643,191 | 3,623 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||