180 WEALTH ADVISORS, LLC

Position in MS — Morgan Stanley

CIK 1730817 FEDERAL WAY, WA

Position in MS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$369,582

+$134,906 QoQ

Shares Held

1,768

+24.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,008

of 2,723 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Financial Services · as of Jun 30, 2026

180 WEALTH ADVISORS, LLC holds $7,920,318 across 5 Capital Markets names. MS ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	44,698	$4,124,284
2	GS	Goldman Sachs Group Inc	2,511	$2,539,550
3	IBKR	Interactive Brokers Group, Inc.	6,345	$552,268
4	MS	Morgan Stanley This page	1,768	$369,582
5	HOOD	Robinhood Markets, Inc.	3,337	$334,634

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$369,582	1,768	+24.0%	Shares	Sole	2026-07-07
2026-03-31	$234,676	1,426	-2.8%	Shares	Sole	2026-05-01
2025-12-31	$260,436	1,467	-33.0%	Shares	Sole	2026-01-09
2024-03-31	$206,304	2,191	-18.6%	Shares	Sole	2024-04-16
2022-09-30	$212,694	2,692	-7.6%	Shares	Sole	2022-10-12
2022-06-30	$221,638	2,914	-0.6%	Shares	Sole	2022-07-11
2022-03-31	$256,344	2,933	-4.3%	Shares	Sole	2022-04-22
2021-12-31	$300,860	3,065	-30.3%	Shares	Sole	2022-01-26
2021-09-30	$427,774	4,396	-1.1%	Shares	Sole	2021-10-28
2021-06-30	$407,562	4,445	-9.3%	Shares	Sole	2021-08-13
2021-03-31	$380,689	4,902	-4.7%	Shares	Sole	2021-05-25
2020-12-31	$352,655	5,146	-38.8%	Shares	Sole	2021-01-27
2020-09-30	$406,816	8,414	—	Shares	Sole	2020-10-23
No filing history on record for this holder in this stock.