Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,005,991
-$791,289 QoQ
Shares Held
14,380
-37.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#288
of 1,108 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $22,391,548 across 42 Capital Markets names. MS ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
94,096 | $9,435,941 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,796 | $4,850,526 | |
| 3 | MS |
Morgan Stanley
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|
14,380 | $3,005,991 | |
| 4 | SCHW |
Schwab Charles Corp
|
15,136 | $1,396,594 | |
| 5 | EVR |
Evercore Inc.
|
2,263 | $772,674 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
2,565 | $344,040 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
6,460 | $322,865 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
3,152 | $274,344 |
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,005,991 | 14,380 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,797,280 | 23,074 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,634,539 | 14,840 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,384,717 | 15,002 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,145,998 | 15,235 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,717,029 | 14,717 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,654,472 | 13,160 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,239,930 | 11,895 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,145,574 | 11,787 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,099,032 | 11,672 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,075,915 | 11,538 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $896,734 | 10,980 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $970,569 | 11,365 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,035,951 | 11,799 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $938,192 | 11,035 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,279,801 | 16,198 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $274,499 | 3,609 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $322,591 | 3,691 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $363,779 | 3,706 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||