Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,157,872
+$222,127 QoQ
Shares Held
5,539
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,315
of 2,723 holders
Holding Since
Sep 2024
8 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, 2026Net Worth Advisory Group holds $4,999,990 across 7 Capital Markets names. MS ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,641 | $1,659,658 | |
| 2 | MS |
Morgan Stanley
This page
|
5,539 | $1,157,872 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,828 | $722,289 | |
| 4 | EVR |
Evercore Inc.
|
1,849 | $631,322 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,589 | $312,386 | |
| 6 | WULF |
Terawulf Inc.
|
10,729 | $265,006 | |
| 7 | SNEX |
StoneX Group Inc.
|
3,183 | $251,457 |
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,157,872 | 5,539 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $935,745 | 5,686 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,093,762 | 6,161 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,489,614 | 9,371 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,404,796 | 9,973 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,138,582 | 9,759 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,029,772 | 8,191 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $847,888 | 8,134 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||