SEC 13F Intelligence

Stolper Co / MS

Stolper Co’s Morgan Stanley Position

Does Stolper Co own Morgan Stanley (MS)? Yes — 17.4K shares worth $6M (+1.83% of its 13F portfolio) as of Q1 2026, down from 24.8K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
17.4K
% of Portfolio
+1.83%
Quarters Held
17
currently held

Position History MS

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.4K$6M+1.83%
Q4 202524.8K$4M+1.30%
Q3 202524.8K$4M+1.20%
Q2 202524.8K$3M+1.15%
Q1 202524.6K$3M+0.94%
Q4 202424.5K$3M+1.03%
Q3 202424.5K$3M+0.84%
Q2 202424.8K$2M+0.85%
Q1 202424.6K$2M+0.83%
Q4 202322.3K$2M+0.84%
Q3 202324.6K$2M+0.87%
Q2 202323.9K$2M+0.86%
Q1 202323.6K$2M+0.89%
Q4 202223.2K$2M+0.86%
Q3 202227.3K$2M+1.06%
Q2 202225.2K$2M+0.90%
Q1 202223.8K$2M+0.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stolper Co’s full portfolio or all institutional holders of MS.