Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,528,082
+$235,385 QoQ
Shares Held
7,310
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,205
of 2,723 holders
Holding Since
Mar 2020
21 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, 2026Stratos Wealth Advisors, LLC holds $5,636,852 across 7 Capital Markets names. MS ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
7,310 | $1,528,082 | |
| 2 | SCHW |
Schwab Charles Corp
|
14,367 | $1,325,643 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,210 | $1,223,757 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
9,094 | $911,946 | |
| 5 | IREN |
IREN Ltd
|
6,625 | $302,961 | |
| 6 | MIAX |
Miami International Holdings, Inc.
|
6,500 | $241,540 | |
| 7 | PURR |
Hyperliquid Strategies Inc
|
13,078 | $102,923 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,528,082 | 7,310 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,292,697 | 7,855 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,375,679 | 7,749 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,273,587 | 8,012 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,086,030 | 7,710 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $905,475 | 7,761 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,094,266 | 8,704 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,107,654 | 10,626 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $995,031 | 10,238 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $963,350 | 10,231 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $998,334 | 10,706 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $820,375 | 10,045 | Shares | Sole | 2023-10-24 | |
| 2022-03-31 | $274,261 | 3,138 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $629,401 | 6,412 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $558,559 | 5,740 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $582,506 | 6,353 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $499,120 | 6,427 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $500,611 | 7,305 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $315,918 | 6,534 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $310,230 | 6,423 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $240,142 | 7,063 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||