Position in MS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$10,334,101
+$2,395,903 QoQ
Shares Held
49,436
+2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#550
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $68,544,920 across 13 Capital Markets names. MS ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
37,373 | $37,797,931 | |
| 2 | SCHW |
Schwab Charles Corp
|
147,353 | $13,596,261 | |
| 3 | MS |
Morgan Stanley
This page
|
49,436 | $10,334,101 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,431 | $1,647,700 | |
| 5 | SF |
Stifel Financial Corp
|
14,440 | $1,007,478 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
10,585 | $921,318 | |
| 7 | EVR |
Evercore Inc.
|
2,636 | $900,035 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
2,193 | $617,724 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,334,101 | 49,436 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $7,938,198 | 48,236 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,510,788 | 47,940 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,802,057 | 42,791 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,852,169 | 41,546 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,873,072 | 41,768 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,002,398 | 39,790 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,112,580 | 39,453 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,869,328 | 39,812 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,601,243 | 38,246 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,640,386 | 39,039 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,321,420 | 16,180 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,530,709 | 17,924 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,658,366 | 18,888 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,614,614 | 18,991 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,263,369 | 15,990 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,333,940 | 17,538 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,478,196 | 16,913 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,136,987 | 11,583 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $987,696 | 10,150 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $991,994 | 10,819 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $990,242 | 12,751 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $914,738 | 13,348 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $686,570 | 14,200 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $723,002 | 14,969 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $608,532 | 17,898 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||