Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$641,543
+$140,263 QoQ
Shares Held
3,069
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,652
of 2,723 holders
Holding Since
Jun 2020
17 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, 2026One Wealth Advisors, LLC holds $2,336,940 across 4 Capital Markets names. MS ranks #2 (27.5% of the industry book) .
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,543 | 3,069 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $501,280 | 3,046 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $534,897 | 3,013 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $478,946 | 3,013 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $438,215 | 3,111 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $359,926 | 3,085 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $384,074 | 3,055 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $409,871 | 3,932 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $381,373 | 3,924 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $441,233 | 4,686 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $250,283 | 2,684 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $205,971 | 2,522 | Shares | Sole | 2023-11-01 | |
| 2022-12-31 | $67,590 | 795 | Shares | Sole | 2023-02-14 | |
| 2021-03-31 | $279,808 | 3,603 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $383,562 | 5,597 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $283,766 | 5,869 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $298,735 | 6,185 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||