Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,026,063
+$751,542 QoQ
Shares Held
14,476
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#923
of 2,718 holders
Holding Since
Mar 2020
26 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, 2026Valeo Financial Advisors, LLC holds $14,846,325 across 7 Capital Markets names. MS ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,986 | $8,076,800 | |
| 2 | MS |
Morgan Stanley
This page
|
14,476 | $3,026,063 | |
| 3 | SCHW |
Schwab Charles Corp
|
27,938 | $2,577,839 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
4,344 | $378,101 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,362 | $337,141 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
11,611 | $317,909 | |
| 7 | NMR |
Nomura Holdings Inc
|
15,088 | $132,472 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,026,063 | 14,476 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,274,521 | 13,821 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,092,217 | 17,418 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,714,242 | 17,075 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,618,305 | 18,588 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,970,789 | 16,892 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,104,049 | 16,736 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,737,263 | 16,666 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,682,942 | 17,316 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,761,639 | 18,709 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,564,548 | 16,778 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,403,743 | 17,188 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,473,662 | 17,256 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,364,148 | 15,537 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,125,239 | 13,235 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $708,245 | 8,964 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $644,380 | 8,472 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,024,590 | 11,723 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $797,844 | 8,128 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $718,439 | 7,383 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $585,440 | 6,385 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $513,332 | 6,610 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $471,006 | 6,873 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $198,089 | 4,097 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $304,000 | 6,294 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $138,312 | 4,068 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||