Accuvest Global Advisors

Position in MS — Morgan Stanley

CIK 1497637 PROVO, UT

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$211,130

-$433,707 QoQ

Shares Held

1,010

-86.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,375

of 2,722 holders

Holding Since

Jun 2020

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Accuvest Global Advisors holds $694,873 across 3 Capital Markets names. MS ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	280	$283,183
2	MS	Morgan Stanley This page	1,010	$211,130
3	HOOD	Robinhood Markets, Inc.	2,000	$200,560

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,130	1,010	-86.3%	Shares	Sole	2026-08-11
2022-03-31	$644,837	7,378	+83.1%	Shares	Sole	2022-05-06
2021-12-31	$395,486	4,029	+1318.7%	Shares	Sole	2022-01-28
2020-06-30	$13,717	284	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.