Position in SWIM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$406,648
-$662,258 QoQ
Shares Held
62,852
-68.4% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 134 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SWIM Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026MORGAN STANLEY holds $8,358,690,018 across 32 Building Products & Equipment names. SWIM ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
5,415,027 | $2,659,644,649 | |
| 2 | JCI |
Johnson Controls International plc
|
11,892,502 | $1,737,613,456 | |
| 3 | CSL |
Carlisle Companies Inc
|
2,483,124 | $900,753,226 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
10,957,072 | $803,701,223 | |
| 5 | LII |
Lennox International Inc
|
1,013,833 | $580,875,609 | |
| 6 | MAIR |
Madison Air Solutions Corp
|
5,793,130 | $225,932,070 | |
| 7 | MAS |
Masco Corp /De/
|
2,720,420 | $221,360,569 | |
| 8 | WMS |
Advanced Drainage Systems, Inc.
|
1,393,836 | $218,776,489 |
All Filings in SWIM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,648 | 62,852 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,068,906 | 199,052 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $623,288 | 98,156 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,102,078 | 144,820 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,428,536 | 223,909 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,031,169 | 160,369 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,075,657 | 154,549 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,141,405 | 314,913 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $363,081 | 119,830 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $652,795 | 164,848 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $776,149 | 295,115 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $755,930 | 269,976 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $999,763 | 269,479 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $494,330 | 172,844 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $558,081 | 173,318 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $787,223 | 219,283 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,772,541 | 688,679 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $8,933,038 | 674,701 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $865,785 | 34,590 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $524,174 | 31,962 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,213,455 | 37,968 | Shares | Defined | 2021-08-23 | |
| No filing history on record for this holder in this stock. | ||||||