Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,961,371
+$4,439,347 QoQ
Shares Held
109,842
-2.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#401
of 2,731 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $90,748,808 across 16 Capital Markets names. MS ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
50,896 | $51,474,687 | |
| 2 | MS |
Morgan Stanley
This page
|
109,842 | $22,961,371 | |
| 3 | SCHW |
Schwab Charles Corp
|
93,682 | $8,644,038 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
17,971 | $1,802,131 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
53,089 | $1,630,363 | |
| 6 | EVR |
Evercore Inc.
|
2,037 | $695,513 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
13,322 | $665,833 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
2,299 | $647,582 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,961,371 | 109,842 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,522,024 | 112,548 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,450,968 | 87,033 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,380,567 | 8,685 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,215,762 | 8,631 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $948,293 | 8,128 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $830,380 | 6,605 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $400,698 | 3,844 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $390,800 | 4,021 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $343,871 | 3,652 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||