Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$750,453
+$102,377 QoQ
Shares Held
3,590
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,574
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026MJP ASSOCIATES INC /ADV holds $1,887,757 across 4 Capital Markets names. MS ranks #1 (39.8% of the industry book) .
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,453 | 3,590 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $648,076 | 3,938 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $612,656 | 3,451 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $534,582 | 3,363 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $454,836 | 3,229 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $261,924 | 2,245 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $279,349 | 2,222 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||