Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,550,249
-$130,072 QoQ
Shares Held
9,420
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Evelyn Partners Investment Management LLP holds $45,596,836 across 4 Capital Markets names. MS ranks #3 (3.4% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,550,249 | 9,420 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,680,321 | 9,465 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,631,724 | 10,265 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,622,002 | 11,515 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $1,460,125 | 12,515 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $1,599,158 | 12,720 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||