Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,686,676
+$1,108,102 QoQ
Shares Held
22,420
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#764
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026Meridian Wealth Advisors, LLC holds $5,712,205 across 2 Capital Markets names. MS ranks #1 (82.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
22,420 | $4,686,676 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,014 | $1,025,529 |
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,686,676 | 22,420 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,578,574 | 21,745 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,430,971 | 24,959 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||