Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$581,340
+$122,190 QoQ
Shares Held
2,781
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,702
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $1,019,263 across 2 Capital Markets names. MS ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,781 | $581,340 | |
| 2 | GS |
Goldman Sachs Group Inc
|
433 | $437,923 |
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,340 | 2,781 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $459,150 | 2,790 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $484,301 | 2,728 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $393,267 | 2,474 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||