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FELL CAPITAL MANAGEMENT /ADV

Position in MS — Morgan Stanley

CIK 850601 NEWPORT BEACH, CA

Position in MS

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$558,136
+$112,152 QoQ
Shares Held
2,670
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,722
of 2,721 holders
Holding Since
Dec 2025
3 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, 2026

FELL CAPITAL MANAGEMENT /ADV holds $2,633,743 across 3 Capital Markets names. MS ranks #2 (21.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MS
Morgan Stanley
This page
2,670 $558,136

All Filings in MS

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $558,136 2,670
2026-03-31 $445,984 2,710
2025-12-31 $534,365 3,010