Avidian Wealth Enterprises, LLC

Position in MS — Morgan Stanley

CIK 1471474 HOUSTON, TX

Position in MS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,979,959

+$1,243,727 QoQ

Shares Held

23,823

+4.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#745

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $8,065,179 across 5 Capital Markets names. MS ranks #1 (61.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	23,823	$4,979,959
2	SCHW	Schwab Charles Corp	17,958	$1,656,984
3	GS	Goldman Sachs Group Inc	946	$956,756
4	HOOD	Robinhood Markets, Inc.	2,396	$240,270
5	IREN	IREN Ltd	5,056	$231,210

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,979,959	23,823	+4.9%	Shares	Sole	2026-07-24
2026-03-31	$3,736,232	22,703	+100.2%	Shares	Sole	2026-05-07
2025-12-31	$2,013,545	11,342	-0.8%	Shares	Sole	2026-02-02
2025-09-30	$1,816,912	11,430	+8.6%	Shares	Sole	2025-10-30
2025-06-30	$1,483,114	10,529	-1.1%	Shares	Sole	2025-07-30
2025-03-31	$1,241,835	10,644	+2.6%	Shares	Sole	2025-04-25
2024-12-31	$1,303,716	10,370	+3.0%	Shares	Sole	2025-01-29
2024-09-30	$1,049,175	10,065	-6.3%	Shares	Sole	2024-10-30
2024-06-30	$1,044,306	10,745	+6.7%	Shares	Sole	2024-08-06
2024-03-31	$948,379	10,072	+4.1%	Shares	Sole	2024-05-03
2023-12-31	$901,914	9,672	-21.0%	Shares	Sole	2024-02-06
2023-09-30	$1,000,212	12,247	-2.5%	Shares	Sole	2023-10-13
2023-06-30	$1,072,709	12,561	+34.3%	Shares	Sole	2023-08-03
2023-03-31	$821,193	9,353	-4.2%	Shares	Sole	2023-05-08
2022-12-31	$829,795	9,760	+62.4%	Shares	Sole	2023-02-06
2022-09-30	$474,771	6,009	+0.1%	Shares	Sole	2022-11-03
2022-06-30	$456,512	6,002	-47.1%	Shares	Sole	2022-07-29
2022-03-31	$991,203	11,341	-11.0%	Shares	Sole	2022-05-10
2021-12-31	$1,251,147	12,746	+55.8%	Shares	Sole	2022-02-14
2021-09-30	$795,995	8,180	+3.6%	Shares	Sole	2021-11-10
2021-06-30	$723,617	7,892	+21.3%	Shares	Sole	2021-08-09
2021-03-31	$505,333	6,507	+1.9%	Shares	Sole	2021-05-05
2020-12-31	$437,769	6,388	+0.1%	Shares	Sole	2021-02-09
2020-09-30	$308,666	6,384	+1.1%	Shares	Sole	2021-02-03
2020-06-30	$305,111	6,317	+4.2%	Shares	Sole	2020-08-10
2020-03-31	$206,040	6,060	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.