Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,628,421
+$396,780 QoQ
Shares Held
7,790
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,172
of 2,723 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $5,350,285 across 7 Capital Markets names. MS ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,315 | $2,341,321 | |
| 2 | MS |
Morgan Stanley
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|
7,790 | $1,628,421 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,337 | $584,714 | |
| 4 | CLSK |
Cleanspark, Inc.
|
23,376 | $340,120 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,520 | $252,705 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
4,016 | $200,719 | |
| 7 | ATCH |
AtlasClear Holdings, Inc.
|
11,604 | $2,285 |
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,628,421 | 7,790 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,231,641 | 7,484 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,198,505 | 6,751 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $862,834 | 5,428 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $753,319 | 5,348 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $379,644 | 3,254 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $406,829 | 3,236 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $241,628 | 2,318 | Shares | Sole | 2025-01-03 | |
| 2023-06-30 | $224,175 | 2,625 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $215,549 | 2,455 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $205,833 | 2,421 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||