Position in MS
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$2,470,852
+$1,718,768 QoQ
Shares Held
11,820
+158.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,004
of 2,723 holders
Holding Since
Mar 2025
6 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, 2026ASHFORD CAPITAL MANAGEMENT INC holds $35,181,118 across 2 Capital Markets names. MS ranks #2 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
414,054 | $32,710,266 | |
| 2 | MS |
Morgan Stanley
This page
|
11,820 | $2,470,852 |
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,470,852 | 11,820 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $752,084 | 4,570 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $495,308 | 2,790 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $424,423 | 2,670 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $376,096 | 2,670 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $491,180 | 4,210 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||