Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,169,787
+$245,727 QoQ
Shares Held
5,596
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,310
of 2,722 holders
Holding Since
Mar 2020
26 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, 2026Rosenblum Silverman Sutton S F Inc /ca holds $1,169,787 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
5,596 | $1,169,787 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,169,787 | 5,596 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $924,060 | 5,615 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,003,932 | 5,655 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $916,245 | 5,764 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $811,917 | 5,764 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $710,403 | 6,089 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $756,457 | 6,017 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $632,424 | 6,067 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $589,651 | 6,067 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $540,666 | 5,742 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $535,441 | 5,742 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $471,399 | 5,772 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $492,928 | 5,772 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $527,239 | 6,005 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $510,545 | 6,005 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $476,746 | 6,034 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $529,301 | 6,959 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $605,594 | 6,929 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $680,150 | 6,929 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $784,318 | 8,060 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $739,021 | 8,060 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $629,046 | 8,100 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $555,093 | 8,100 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $430,315 | 8,900 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $429,870 | 8,900 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $302,600 | 8,900 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||