Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,676,166
+$3,877,558 QoQ
Shares Held
79,775
+2.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#458
of 2,716 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2024CallValue
$152
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $44,417,166 across 16 Capital Markets names. MS ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
79,775 | $16,676,166 | |
| 2 | GS |
Goldman Sachs Group Inc
|
16,005 | $16,186,976 | |
| 3 | SCHW |
Schwab Charles Corp
|
35,009 | $3,230,280 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
5,927 | $1,669,517 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
18,189 | $1,583,170 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
14,238 | $1,427,786 | |
| 7 | IREN |
IREN Ltd
|
15,180 | $694,181 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
16,092 | $494,185 |
All Filings in MS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,676,166 | 79,775 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,798,608 | 77,770 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,341,122 | 58,250 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,160,936 | 26,176 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $985,174 | 6,994 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $723,587 | 6,202 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $876,142 | 6,969 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,021,239 | 9,797 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,051,790 | 10,822 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $152 | 100 | Call | Sole | 2026-02-03 | |
| 2024-03-31 | $1,004,781 | 10,671 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $412,817 | 4,427 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $768,433 | 9,409 | Shares | Sole | 2023-10-11 | |
| 2021-12-31 | $203,878 | 2,077 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $513,699 | 5,279 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $418,473 | 4,564 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $520,710 | 6,705 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $421,185 | 6,146 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $301,655 | 6,239 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $208,624 | 6,136 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||