Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$145,909
+$44,534 QoQ
Shares Held
698
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,479
of 2,731 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $618,003 across 28 Capital Markets names. MS ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
277 | $280,149 | |
| 2 | MS |
Morgan Stanley
This page
|
698 | $145,909 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
132 | $37,181 | |
| 4 | SCHW |
Schwab Charles Corp
|
323 | $29,803 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
296 | $29,682 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
200 | $26,826 | |
| 7 | WULF |
Terawulf Inc.
|
510 | $12,597 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
443 | $12,129 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,909 | 698 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $101,375 | 616 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $107,760 | 607 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $90,289 | 568 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $42,962 | 305 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $34,650 | 297 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $36,835 | 293 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||