Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,021,527
+$4,096,399 QoQ
Shares Held
105,346
-3.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#406
of 2,722 holders
Holding Since
Jun 2021
20 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, 2026Haverford Trust Co holds $26,540,439 across 3 Capital Markets names. MS ranks #1 (83.0% of the industry book) .
All Filings in MS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,021,527 | 105,346 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $17,925,128 | 108,921 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $19,231,469 | 108,328 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,960,555 | 106,697 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,455,616 | 102,624 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $11,510,778 | 98,661 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,684,098 | 29,304 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,125,115 | 29,980 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $2,896,845 | 29,806 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,677,460 | 17,815 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $985,093 | 10,564 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $859,495 | 10,524 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,033,767 | 12,105 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $993,369 | 11,314 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $769,686 | 9,053 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $607,191 | 7,685 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $309,107 | 4,064 | Shares | Defined | 2022-08-12 | |
| 2021-12-31 | $431,805 | 4,399 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $456,967 | 4,696 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $219,597 | 2,395 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||