Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$245,203
+$69,114 QoQ
Shares Held
1,173
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,255
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $1,273,370 across 11 Capital Markets names. MS ranks #3 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
4,112 | $379,414 | |
| 2 | GS |
Goldman Sachs Group Inc
|
320 | $323,638 | |
| 3 | MS |
Morgan Stanley
This page
|
1,173 | $245,203 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,611 | $161,551 | |
| 5 | IREN |
IREN Ltd
|
2,665 | $121,870 | |
| 6 | LAZ |
Lazard, Inc.
|
410 | $17,195 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
104 | $13,949 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
125 | $7,828 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,203 | 1,173 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $176,089 | 1,070 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $143,266 | 807 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $128,280 | 807 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $110,856 | 787 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $112,703 | 966 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $98,941 | 787 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $77,241 | 741 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $72,017 | 741 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $69,772 | 741 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $69,098 | 741 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $62,640 | 767 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $63,281 | 741 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $65,059 | 741 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $57,813 | 680 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $53,726 | 680 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $51,720 | 680 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $59,432 | 680 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $66,748 | 680 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $66,170 | 680 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $62,349 | 680 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $52,808 | 680 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $46,600 | 680 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $36,600 | 757 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $36,563 | 757 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $25,738 | 757 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||