Heritage Wealth Advisors

Position in MS — Morgan Stanley

CIK 1591122 RICHMOND, VA

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,146,375

+$244,367 QoQ

Shares Held

5,484

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,324

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $2,630,365 across 3 Capital Markets names. MS ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	5,484	$1,146,375
2	GS	Goldman Sachs Group Inc	1,073	$1,085,200
3	SCHW	Schwab Charles Corp	4,322	$398,790

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,146,375	5,484	+0.1%	Shares	Sole	2026-08-14
2026-03-31	$902,008	5,481	+0.8%	Shares	Sole	2026-05-14
2025-12-31	$965,763	5,440	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$864,106	5,436	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$765,010	5,431	+0.1%	Shares	Sole	2025-08-11
2025-03-31	$633,051	5,426	-0.1%	Shares	Sole	2025-05-08
2024-12-31	$682,911	5,432	+0.3%	Shares	Sole	2025-02-12
2024-09-30	$564,668	5,417	-6.3%	Shares	Sole	2024-11-12
2024-06-30	$561,661	5,779	+0.1%	Shares	Sole	2024-12-12
2024-03-31	$543,585	5,773	+0.1%	Shares	Sole	2024-12-12
2023-12-31	$537,679	5,766	+0.1%	Shares	Sole	2024-12-12
2023-09-30	$470,337	5,759	+0.1%	Shares	Sole	2024-12-12
2023-06-30	$491,220	5,752	+0.1%	Shares	Sole	2024-12-12
2023-03-31	$504,498	5,746	-3.3%	Shares	Sole	2023-05-04
2022-12-31	$505,103	5,941	-5.4%	Shares	Sole	2024-12-12
2022-09-30	$496,419	6,283	-22.3%	Shares	Sole	2024-12-12
2022-06-30	$615,249	8,089	+123.9%	Shares	Sole	2022-08-04
2022-03-31	$315,776	3,613	+3.0%	Shares	Sole	2022-05-11
2021-12-31	$344,443	3,509	+0.1%	Shares	Sole	2022-03-28
2021-09-30	$340,974	3,504	+0.1%	Shares	Sole	2021-11-02
2021-06-30	$320,915	3,500	-12.4%	Shares	Sole	2021-08-09
2021-03-31	$310,407	3,997	+11.6%	Shares	Sole	2021-04-27
2020-12-31	$245,405	3,581	+1.3%	Shares	Sole	2021-02-01
2020-09-30	$170,965	3,536	+1.6%	Shares	Sole	2020-11-03
2020-06-30	$168,180	3,482	+6.3%	Shares	Sole	2020-07-17
2020-03-31	$111,384	3,276	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.