Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$597,854
+$147,756 QoQ
Shares Held
2,860
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#1,688
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Charter Capital Management, LLC\DE holds $597,854 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
|
2,860 | $597,854 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,854 | 2,860 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $450,098 | 2,735 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $485,544 | 2,735 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $434,755 | 2,735 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $385,252 | 2,735 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||