Position in MS
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$115,151,274
-$57,311,309 QoQ
Shares Held
699,710
-28.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 6.202998385045233.ToString("F0")%
Shared 0.ToString("F0")%
None 93.79700161495477.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Sep 30, 2024CallValue
$10,424
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 Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $429,680,540 across 32 Capital Markets names. MS ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
136,841 | $115,766,117 | |
| 2 | MS |
Morgan Stanley
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|
699,710 | $115,151,274 | |
| 3 | SCHW |
Schwab Charles Corp
|
705,118 | $66,266,989 | |
| 4 | WULF |
Terawulf Inc.
|
1,892,064 | $27,302,483 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
303,431 | $21,027,768 | |
| 6 | MC |
Moelis & Co
|
283,530 | $16,161,210 | |
| 7 | TW |
Tradeweb Markets Inc.
|
94,058 | $11,066,864 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
56,172 | $9,267,256 |
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $10,424 | 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 | $9,719 | 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. | ||||||