Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,351,148
+$1,881,244 QoQ
Shares Held
39,950
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#610
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Capital Investment Counsel, LLC holds $8,351,148 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
|
39,950 | $8,351,148 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,351,148 | 39,950 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,469,904 | 39,314 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,663,588 | 37,535 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,829,222 | 36,671 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,047,858 | 35,836 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,136,184 | 35,452 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,379,204 | 34,833 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||