Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,076,346
+$228,976 QoQ
Shares Held
5,149
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,359
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, 2026Oakmont Investment Advisors, Inc. holds $4,893,361 across 4 Capital Markets names. MS ranks #2 (22.0% of the industry book) .
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,076,346 | 5,149 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $847,370 | 5,149 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $931,854 | 5,249 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||