Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,248,832
+$1,445,857 QoQ
Shares Held
29,893
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#683
of 2,723 holders
Holding Since
Jun 2020
25 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $17,338,351 across 7 Capital Markets names. MS ranks #1 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
29,893 | $6,248,832 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,538 | $5,600,967 | |
| 3 | SCHW |
Schwab Charles Corp
|
40,951 | $3,778,548 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,905 | $592,153 | |
| 5 | MARA |
MARA Holdings, Inc.
|
40,606 | $564,017 | |
| 6 | IREN |
IREN Ltd
|
6,380 | $291,757 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
3,011 | $262,077 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,248,832 | 29,893 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,802,975 | 29,185 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,312,487 | 46,823 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,914,300 | 49,788 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,121,565 | 57,657 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,617,543 | 48,149 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $875,765 | 6,966 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $748,026 | 7,176 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $637,274 | 6,557 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $585,675 | 6,220 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $788,522 | 8,456 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $728,088 | 8,915 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $753,313 | 8,821 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $735,149 | 8,373 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $661,370 | 7,779 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $598,579 | 7,576 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $553,108 | 7,272 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $480,612 | 5,499 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $537,916 | 5,480 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $533,648 | 5,484 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $538,587 | 5,874 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $429,459 | 5,530 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $389,113 | 5,678 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $260,558 | 5,389 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $251,691 | 5,211 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||