Position in MS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$244,386
-$44,100 QoQ
Shares Held
1,485
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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 Mar 31, 2026TCI Wealth Advisors, Inc. holds $1,973,946 across 4 Capital Markets names. MS ranks #3 (12.4% of the industry book) .
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $244,386 | 1,485 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $288,486 | 1,625 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $241,778 | 1,521 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $208,895 | 1,483 | Shares | Sole | 2025-07-16 | |
| 2023-03-31 | $71,820 | 818 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $63,594 | 748 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $68,264 | 864 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $56,132 | 738 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $64,763 | 741 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $73,816 | 752 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $73,177 | 752 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $68,950 | 752 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $59,409 | 765 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $43,585 | 636 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $21,612 | 447 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $21,590 | 447 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $15,470 | 455 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||