Position in MS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$173,921
+$152,527 QoQ
Shares Held
832
+540.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#750
of 865 holders
Holding Since
Mar 2020
26 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, 2026Cedar Mountain Advisors, LLC holds $418,993 across 15 Capital Markets names. MS ranks #1 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
832 | $173,921 | |
| 2 | GS |
Goldman Sachs Group Inc
|
71 | $71,807 | |
| 3 | SCHW |
Schwab Charles Corp
|
617 | $56,930 | |
| 4 | EVR |
Evercore Inc.
|
165 | $56,337 | |
| 5 | SF |
Stifel Financial Corp
|
337 | $23,512 | |
| 6 | MC |
Moelis & Co
|
220 | $14,392 | |
| 7 | XP |
XP Inc.
|
424 | $6,894 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
158 | $5,871 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,921 | 832 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $21,394 | 130 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $172,381 | 971 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $153,714 | 967 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $120,294 | 854 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $99,052 | 849 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $107,742 | 857 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $92,252 | 885 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $85,430 | 879 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $82,295 | 874 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $80,941 | 868 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $80,608 | 987 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $83,777 | 981 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $85,605 | 975 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $82,469 | 970 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $76,165 | 964 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $72,941 | 959 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $83,379 | 954 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $87,264 | 889 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $86,119 | 885 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $69,225 | 755 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $58,477 | 753 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $51,466 | 751 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $36,117 | 747 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $35,886 | 743 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $22,304 | 656 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||