Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,887,840
+$374,290 QoQ
Shares Held
9,031
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,101
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Avior Wealth Management, LLC holds $11,837,487 across 6 Capital Markets names. MS ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,284 | $7,366,819 | |
| 2 | MS |
Morgan Stanley
This page
|
9,031 | $1,887,840 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,829 | $1,460,541 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,942 | $547,022 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
25,131 | $334,493 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,401 | $240,772 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,887,840 | 9,031 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,513,550 | 9,197 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,678,546 | 9,455 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,430,163 | 8,997 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,259,006 | 8,938 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,042,213 | 8,933 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,106,587 | 8,802 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $876,345 | 8,407 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $843,026 | 8,674 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $901,582 | 9,575 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $615,450 | 6,600 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $525,709 | 6,437 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $549,634 | 6,436 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $568,856 | 6,479 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $546,933 | 6,433 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $508,113 | 6,431 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $489,065 | 6,430 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $585,754 | 6,702 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $630,972 | 6,428 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $640,105 | 6,578 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $589,108 | 6,425 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $498,965 | 6,425 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $469,224 | 6,847 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,819 | 79 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $222,614 | 4,609 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $156,706 | 4,609 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||