Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$226,599
-$42,202 QoQ
Shares Held
1,084
-35.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,311
of 2,723 holders
Holding Since
Sep 2025
2 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, 2026Valtrion Capital Management, LLC holds $559,339 across 2 Capital Markets names. MS ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
329 | $332,740 | |
| 2 | MS |
Morgan Stanley
This page
|
1,084 | $226,599 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,599 | 1,084 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $268,801 | 1,691 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||