Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$38,585,857
+$9,510,782 QoQ
Shares Held
184,586
+4.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#315
of 2,723 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wealthfront Advisers LLC holds $143,133,917 across 12 Capital Markets names. MS ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
53,116 | $53,719,928 | |
| 2 | MS |
Morgan Stanley
This page
|
184,586 | $38,585,857 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
164,596 | $16,505,686 | |
| 4 | SCHW |
Schwab Charles Corp
|
170,462 | $15,728,528 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
144,720 | $12,596,428 | |
| 6 | TW |
Tradeweb Markets Inc.
|
28,361 | $2,826,457 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
34,036 | $931,905 | |
| 8 | MARA |
MARA Holdings, Inc.
|
49,365 | $685,679 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,585,857 | 184,586 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $29,075,075 | 176,673 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $28,930,288 | 162,960 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $25,048,122 | 157,575 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $21,368,321 | 151,699 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $14,915,442 | 127,843 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $11,833,950 | 113,526 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,589,518 | 119,246 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,034,275 | 95,946 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $8,821,823 | 94,604 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,608,197 | 129,891 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $10,829,488 | 126,809 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $12,535,469 | 142,773 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $10,734,795 | 126,262 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,502,404 | 132,925 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,469,548 | 98,206 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $8,545,709 | 97,777 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,715,842 | 129,542 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $12,049,410 | 123,825 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,508,344 | 103,701 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,517,643 | 96,802 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,146,455 | 89,690 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,350,364 | 69,294 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,246,774 | 67,221 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,963,704 | 57,756 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||