Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$614,368
+$130,697 QoQ
Shares Held
2,939
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,674
of 2,723 holders
Holding Since
Mar 2024
10 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, 2026Auxano Advisors, LLC holds $1,301,088 across 2 Capital Markets names. MS ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
679 | $686,720 | |
| 2 | MS |
Morgan Stanley
This page
|
2,939 | $614,368 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,368 | 2,939 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $483,671 | 2,939 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $555,136 | 3,127 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $457,168 | 2,876 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $393,703 | 2,795 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $331,109 | 2,838 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $376,908 | 2,998 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $302,504 | 2,902 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $264,842 | 2,725 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $262,518 | 2,788 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||