Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,783,529
+$528,025 QoQ
Shares Held
8,532
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,124
of 2,716 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LVW Advisors, LLC holds $6,225,700 across 6 Capital Markets names. MS ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,090 | $2,113,763 | |
| 2 | MS |
Morgan Stanley
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|
8,532 | $1,783,529 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
11,086 | $964,925 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
2,084 | $587,021 | |
| 5 | SCHW |
Schwab Charles Corp
|
5,747 | $530,275 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,455 | $246,187 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,783,529 | 8,532 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,255,504 | 7,629 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,038,550 | 5,850 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $958,687 | 6,031 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $858,259 | 6,093 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,048,163 | 8,984 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,377,891 | 10,960 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,319,052 | 12,654 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,459,307 | 15,015 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,082,840 | 11,500 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $906,669 | 9,723 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $596,272 | 7,301 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||