Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,949,618
+$14,993,080 QoQ
Shares Held
105,002
+148.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#408
of 2,722 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $82,613,733 across 48 Capital Markets names. MS ranks #1 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
105,002 | $21,949,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
21,336 | $21,578,590 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
94,163 | $9,442,665 | |
| 4 | SCHW |
Schwab Charles Corp
|
92,395 | $8,525,286 | |
| 5 | EVR |
Evercore Inc.
|
20,526 | $7,008,397 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
40,700 | $2,034,186 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
22,108 | $1,924,280 | |
| 8 | TW |
Tradeweb Markets Inc.
|
13,827 | $1,377,998 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,949,618 | 105,002 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,956,538 | 42,271 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,784,459 | 32,583 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,525,605 | 91,379 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,484,700 | 31,838 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,437,447 | 29,463 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $197,128 | 1,568 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $108,304 | 1,039 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $84,360 | 868 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $55,648 | 591 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $55,297 | 593 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $50,553 | 619 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $51,667 | 605 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $48,377 | 551 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $46,505 | 547 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $46,457 | 588 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $45,864 | 603 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $54,275 | 621 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $51,435 | 524 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $46,027 | 473 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $20,813 | 227 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $13,294 | 194 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $7,252 | 150 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,245 | 150 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,100 | 150 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||