Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,524,509
+$825,213 QoQ
Shares Held
26,428
-7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#714
of 2,723 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026World Investment Advisors holds $35,220,928 across 7 Capital Markets names. MS ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
192,951 | $17,803,588 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,935 | $9,036,590 | |
| 3 | MS |
Morgan Stanley
This page
|
26,428 | $5,524,509 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
18,340 | $1,839,135 | |
| 5 | GOLD |
Gold.com, Inc.
|
10,840 | $451,052 | |
| 6 | MC |
Moelis & Co
|
5,518 | $360,987 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
15,407 | $205,067 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,524,509 | 26,428 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,699,296 | 28,555 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,995,339 | 28,138 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $3,316,859 | 20,866 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,968,765 | 21,076 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,288,598 | 19,616 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,177,343 | 17,319 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,570,167 | 15,063 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,009,706 | 10,389 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||