Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$459,260
+$125,513 QoQ
Shares Held
2,197
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,841
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Tepp RIA, LLC holds $459,260 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
|
2,197 | $459,260 |
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,260 | 2,197 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $333,747 | 2,028 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $374,410 | 2,109 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $335,246 | 2,109 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $272,423 | 1,934 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||