Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$430,622
+$97,697 QoQ
Shares Held
2,060
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,895
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026Investment Research Partners LLC holds $647,777 across 2 Capital Markets names. MS ranks #1 (66.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,060 | $430,622 | |
| 2 | EVR |
Evercore Inc.
|
636 | $217,155 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,622 | 2,060 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $332,925 | 2,023 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $359,143 | 2,023 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $321,258 | 2,021 | Shares | Sole | 2025-12-01 | |
| No filing history on record for this holder in this stock. | ||||||