Position in MS
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$2,228,442
-$593,042 QoQ
Shares Held
13,541
-14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $16,380,541 across 8 Capital Markets names. MS ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,233 | $8,657,015 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
33,244 | $2,303,809 | |
| 3 | MS |
Morgan Stanley
This page
|
13,541 | $2,228,442 | |
| 4 | EVR |
Evercore Inc.
|
4,932 | $1,472,251 | |
| 5 | SCHW |
Schwab Charles Corp
|
10,824 | $1,017,239 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,229 | $350,709 | |
| 7 | WULF |
Terawulf Inc.
|
16,000 | $230,880 | |
| 8 | NMR |
Nomura Holdings Inc
|
15,234 | $120,196 |
All Filings in MS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,228,442 | 13,541 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,821,484 | 15,893 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,923,892 | 12,103 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,850,900 | 13,140 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,294,410 | 28,237 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,729,506 | 21,711 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,307,977 | 22,141 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,107,565 | 21,685 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,005,513 | 21,299 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,024,550 | 21,711 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,115,302 | 38,145 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,503,501 | 29,315 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,618,898 | 29,828 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,417,198 | 16,669 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,316,780 | 16,666 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,237,493 | 42,565 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,465,245 | 108,298 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,158,253 | 42,362 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,161,170 | 42,762 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||