Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$243,740
+$34,433 QoQ
Shares Held
1,166
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,256
of 2,723 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Evolution Wealth Advisors, LLC holds $6,064,835 across 3 Capital Markets names. MS ranks #3 (4.0% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,740 | 1,166 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $209,307 | 1,179 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $228,425 | 1,437 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $202,415 | 1,437 | Shares | Sole | 2025-08-08 | |
| 2021-09-30 | $118,231 | 1,215 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $111,403 | 1,215 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $94,356 | 1,215 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $83,263 | 1,215 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $53,668 | 1,110 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $5,313 | 110 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,164,508 | 63,662 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||