Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,937,619
+$1,830,683 QoQ
Shares Held
33,188
+6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#653
of 2,723 holders
Holding Since
Dec 2022
15 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, 2026Meeder Advisory Services, Inc. holds $23,034,207 across 9 Capital Markets names. MS ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,522 | $9,630,265 | |
| 2 | MS |
Morgan Stanley
This page
|
33,188 | $6,937,619 | |
| 3 | SCHW |
Schwab Charles Corp
|
33,408 | $3,082,556 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15,296 | $1,533,882 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
7,327 | $637,742 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
7,383 | $369,002 | |
| 7 | MARA |
MARA Holdings, Inc.
|
24,831 | $344,902 | |
| 8 | EVR |
Evercore Inc.
|
967 | $330,172 |
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,937,619 | 33,188 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,106,936 | 31,032 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,378,271 | 30,295 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,413,524 | 27,765 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,803,360 | 27,001 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,946,850 | 25,258 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,999,176 | 23,856 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,458,187 | 23,582 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,482,135 | 25,539 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,731,225 | 18,386 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,677,754 | 17,992 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,721,848 | 21,083 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,057,713 | 24,095 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,232,929 | 25,432 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,108,325 | 24,798 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||