Strategic Advisors LLC

Position in MS — Morgan Stanley

CIK 1569119 New York, NY

Position in MS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$812,538

-$2,140,506 QoQ

Shares Held

3,887

-78.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,527

of 2,723 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Strategic Advisors LLC holds $10,558,099 across 2 Capital Markets names. MS ranks #2 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc	9,636	$9,745,561
2	MS	Morgan Stanley This page	3,887	$812,538

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$812,538	3,887	-78.3%	Shares	Sole	2026-07-28
2026-03-31	$2,953,044	17,944	+0.0%	Shares	Sole	2026-05-14
2025-12-31	$3,185,420	17,943	+0.2%	Shares	Sole	2026-02-10
2025-09-30	$2,846,655	17,908	+0.2%	Shares	Sole	2025-11-03
2025-06-30	$2,517,872	17,875	+1.3%	Shares	Sole	2025-08-12
2025-03-31	$2,058,992	17,648	-2.4%	Shares	Sole	2025-04-17
2024-12-31	$2,272,263	18,074	+10.3%	Shares	Sole	2025-01-31
2024-09-30	$1,707,868	16,384	+0.0%	Shares	Sole	2024-10-09
2024-06-30	$1,591,777	16,378	-0.6%	Shares	Sole	2024-07-11
2024-03-31	$1,551,568	16,478	-1.7%	Shares	Sole	2024-04-22
2023-12-31	$1,563,895	16,771	-0.8%	Shares	Sole	2024-01-19
2023-09-30	$1,381,203	16,912	+0.0%	Shares	Sole	2023-10-13
2023-06-30	$1,443,601	16,904	+0.0%	Shares	Sole	2023-07-31
2023-03-31	$1,483,556	16,897	+0.0%	Shares	Sole	2023-04-27
2022-12-31	$1,436,072	16,891	+0.0%	Shares	Sole	2023-01-23
2022-09-30	$1,334,004	16,884	+1.0%	Shares	Sole	2022-11-10
2022-06-30	$1,270,962	16,710	+0.0%	Shares	Sole	2022-08-03
2022-03-31	$1,459,929	16,704	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.