Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$901,795
-$56,000 QoQ
Shares Held
4,314
-25.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,463
of 2,723 holders
Holding Since
Dec 2020
10 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, 2026Advisor OS, LLC holds $3,479,982 across 7 Capital Markets names. MS ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,314 | $901,795 | |
| 2 | GS |
Goldman Sachs Group Inc
|
670 | $677,616 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
5,979 | $599,572 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
5,810 | $505,699 | |
| 5 | SCHW |
Schwab Charles Corp
|
5,053 | $466,237 | |
| 6 | EVR |
Evercore Inc.
|
781 | $266,663 | |
| 7 | SBET |
Sharplink, Inc.
|
13,000 | $62,400 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $901,795 | 4,314 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $957,795 | 5,820 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $865,102 | 4,873 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $613,107 | 3,857 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $528,647 | 3,753 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $331,691 | 2,843 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $338,059 | 2,689 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $250,069 | 2,399 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $221,202 | 2,276 | Shares | Sole | 2024-08-05 | |
| 2020-12-31 | $234,989 | 3,429 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||