Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,856,788
+$1,102,216 QoQ
Shares Held
18,450
+10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#827
of 2,723 holders
Holding Since
Jun 2020
25 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, 2026OneDigital Investment Advisors LLC holds $24,461,148 across 9 Capital Markets names. MS ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
97,300 | $8,468,992 | |
| 2 | SCHW |
Schwab Charles Corp
|
57,720 | $5,325,824 | |
| 3 | MS |
Morgan Stanley
This page
|
18,450 | $3,856,788 | |
| 4 | GS |
Goldman Sachs Group Inc
|
3,359 | $3,397,191 | |
| 5 | MC |
Moelis & Co
|
19,164 | $1,253,708 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
9,005 | $903,021 | |
| 7 | PIPR |
Piper Sandler Companies
|
7,013 | $507,320 | |
| 8 | SF |
Stifel Financial Corp
|
6,466 | $451,132 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,856,788 | 18,450 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,754,572 | 16,738 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,116,894 | 17,557 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,779,415 | 17,485 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,260,098 | 16,045 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,914,204 | 16,407 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,995,050 | 15,869 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,903,213 | 18,258 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,109,703 | 21,707 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,213,534 | 12,888 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,364,620 | 14,634 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $976,528 | 11,957 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $983,722 | 11,519 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,044,468 | 11,896 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $849,944 | 9,997 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $782,040 | 9,898 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $718,538 | 9,447 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $935,092 | 10,699 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $986,311 | 10,048 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,027,788 | 10,562 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,063,328 | 11,597 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $487,549 | 6,278 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $377,463 | 5,508 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $205,294 | 4,246 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $208,366 | 4,314 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||