Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,098,560
+$3,378,746 QoQ
Shares Held
53,093
+13.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#530
of 2,723 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $76,990,053 across 13 Capital Markets names. MS ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
483,058 | $44,571,761 | |
| 2 | GS |
Goldman Sachs Group Inc
|
14,765 | $14,932,878 | |
| 3 | MS |
Morgan Stanley
This page
|
53,093 | $11,098,560 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,661 | $1,670,765 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
17,070 | $1,069,094 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
16,153 | $962,234 | |
| 7 | EVR |
Evercore Inc.
|
2,212 | $755,265 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
6,221 | $541,475 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,098,560 | 53,093 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,719,814 | 46,909 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,821,084 | 44,055 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $6,248,549 | 44,360 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,881,960 | 33,273 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,079,762 | 24,497 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,306,101 | 22,123 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,705,781 | 17,551 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $976,062 | 10,366 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $858,646 | 9,208 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,040,802 | 12,744 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $358,423 | 4,197 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $528,643 | 6,021 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $592,079 | 6,964 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $684,159 | 8,995 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $543,453 | 6,218 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $692,126 | 7,051 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $671,536 | 6,901 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $585,624 | 6,387 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $504,013 | 6,490 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $402,476 | 5,873 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||