Scholtz & Company, LLC
- SEC CIK
- 0001606134
- Latest filing
- Aug 11, 2026
MS holding history
Morgan Stanley in every 13F filed by Scholtz & Company, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MS overviewAll 13F holders of MSFull Q2 2026 holdings
- Shares (Q2 2026)
- 31,266
- Value
- $6.54M
- % of portfolio
- 3.3%
- Quarters held
- 7
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 31,266 | $6.54M | 3.3% | −1,161−3.6% | Reduced | Holders |
| Q1 2026 | 32,427 | $5.34M | 2.7% | +208+0.6% | Added | Holders |
| Q4 2025 | 32,219 | $5.72M | 2.5% | +101+0.3% | Added | Holders |
| Q3 2025 | 32,118 | $5.11M | 2.2% | −1,842−5.4% | Reduced | Holders |
| Q2 2025 | 33,960 | $4.78M | 2.1% | +27,845+455.4% | Added | Holders |
| Q1 2025 | 6,115 | $713.4K | 0.4% | +6,115 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −21,737−100.0% | Sold out | Holders |
| Q1 2023 | 21,737 | $1.91M | 1.4% | +21,737 | New | Holders |