Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,615,042
+$310,661 QoQ
Shares Held
7,726
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#1,177
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026LAWOOD & CO holds $2,135,936 across 2 Capital Markets names. MS ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
7,726 | $1,615,042 | |
| 2 | LAZ |
Lazard, Inc.
|
12,420 | $520,894 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,615,042 | 7,726 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $1,304,381 | 7,926 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,397,338 | 7,871 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||