Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$152,616,341
+$37,465,067 QoQ
Shares Held
730,082
+4.3% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#139
of 2,723 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Sep 30, 2024CallValue
$1,034
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. MS ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
730,082 | $152,616,341 | |
| 2 | GS |
Goldman Sachs Group Inc
|
84,239 | $85,196,797 | |
| 3 | SCHW |
Schwab Charles Corp
|
732,753 | $67,611,119 | |
| 4 | WULF |
Terawulf Inc.
|
1,959,166 | $48,391,400 | |
| 5 | MC |
Moelis & Co
|
283,885 | $18,571,756 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
138,296 | $13,868,322 | |
| 7 | TW |
Tradeweb Markets Inc.
|
96,556 | $9,622,770 | |
| 8 | EVR |
Evercore Inc.
|
26,830 | $9,160,835 |
All Filings in MS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,616,341 | 730,082 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $115,151,274 | 699,710 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $172,462,583 | 971,456 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $155,759,022 | 979,863 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $138,355,227 | 982,218 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $113,160,566 | 969,920 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $122,532,620 | 974,647 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,034 | 100 | Call | Sole | 2024-10-24 | |
| 2024-09-30 | $101,432,087 | 973,063 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $92,126,886 | 947,905 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $699 | 100 | Call | Sole | 2024-07-16 | |
| 2024-03-31 | $88,422,360 | 939,065 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $84,293,430 | 903,951 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $85,606,412 | 1,048,199 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $300,949 | 3,524 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $9,691,539 | 110,382 | Shares | Sole | 2023-04-25 | |
| 2021-09-30 | $1,314,366 | 13,507 | Shares | Sole | 2021-11-03 | |
| 2020-03-31 | $1,601,536 | 47,104 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||