Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$371,882
-$439,283 QoQ
Shares Held
1,779
-63.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,003
of 2,723 holders
Holding Since
Dec 2022
15 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, 2026CHAPIN DAVIS, INC. holds $6,052,747 across 2 Capital Markets names. MS ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,617 | $5,680,865 | |
| 2 | MS |
Morgan Stanley
This page
|
1,779 | $371,882 |
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,882 | 1,779 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $811,165 | 4,929 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $882,679 | 4,972 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $799,568 | 5,030 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $724,020 | 5,140 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $645,301 | 5,531 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $702,020 | 5,584 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $582,076 | 5,584 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $551,553 | 5,675 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $547,446 | 5,814 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $561,178 | 6,018 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $488,876 | 5,986 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $513,339 | 6,011 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $522,761 | 5,954 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $528,314 | 6,214 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||