Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$414,108
+$89,741 QoQ
Shares Held
1,981
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,920
of 2,721 holders
Holding Since
Dec 2024
6 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, 2026WP Advisors, LLC holds $1,145,214 across 3 Capital Markets names. MS ranks #1 (36.2% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,108 | 1,981 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $324,367 | 1,971 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $330,028 | 1,859 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $277,862 | 1,748 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $244,532 | 1,736 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $212,215 | 1,688 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||