Position in MS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$38,673
+$327 QoQ
Shares Held
235
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026Avion Wealth holds $149,872 across 21 Capital Markets names. MS ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
59 | $49,913 | |
| 2 | MS |
Morgan Stanley
This page
|
235 | $38,673 | |
| 3 | SCHW |
Schwab Charles Corp
|
306 | $28,757 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
180 | $12,474 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
77 | $5,164 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
25 | $2,385 | |
| 7 | SF |
Stifel Financial Corp
|
27 | $1,995 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
6 | $1,804 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,673 | 235 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $38,346 | 216 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $34,812 | 219 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $28,031 | 199 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $16,450 | 141 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $17,726 | 141 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $13,863 | 133 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $11,176 | 115 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $16,760 | 178 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $15,479 | 166 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $13,802 | 169 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $14,175 | 166 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $19,316 | 220 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $17,259 | 203 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $16,039 | 203 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $21,372 | 281 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $18,266 | 209 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $10,110 | 103 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $10,022 | 103 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $275 | 3 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $232 | 3 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $205 | 3 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||