Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,240,072
+$444,285 QoQ
Shares Held
10,716
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,033
of 2,716 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $7,741,396 across 6 Capital Markets names. MS ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,738 | $2,769,131 | |
| 2 | MS |
Morgan Stanley
This page
|
10,716 | $2,240,072 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,538 | $1,433,691 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
7,243 | $726,328 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4,098 | $356,689 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
765 | $215,485 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,240,072 | 10,716 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $1,795,787 | 10,912 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,986,738 | 11,191 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $1,803,242 | 11,344 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $1,607,353 | 11,411 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,353,955 | 11,605 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,508,765 | 12,001 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $1,257,134 | 12,060 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $1,188,147 | 12,225 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $1,170,691 | 12,433 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $1,199,568 | 12,864 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $1,061,628 | 12,999 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $1,272,716 | 14,903 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,338,862 | 15,249 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,322,741 | 15,558 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,242,590 | 15,727 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,285,185 | 16,897 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,103,193 | 24,064 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,131,696 | 31,904 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,290,981 | 44,096 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,202,702 | 45,836 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $4,137,336 | 53,275 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $3,355,639 | 48,966 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,829,564 | 37,840 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,006,333 | 41,539 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $1,159,298 | 34,097 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||