Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,841,480
+$631,964 QoQ
Shares Held
13,593
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#952
of 2,723 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $4,767,139 across 4 Capital Markets names. MS ranks #1 (59.6% of the industry book) .
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,841,480 | 13,593 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $2,209,516 | 13,426 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $2,338,424 | 13,172 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,101,768 | 13,222 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $1,853,294 | 13,157 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $1,474,591 | 12,639 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $1,512,034 | 12,027 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $472,727 | 4,535 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $425,109 | 4,374 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $371,555 | 3,946 | Shares | Other | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||