Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,746,671
+$1,288,562 QoQ
Shares Held
22,707
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#762
of 2,718 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $13,090,409 across 6 Capital Markets names. MS ranks #1 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
22,707 | $4,746,671 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,296 | $4,344,845 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,400 | $1,974,578 | |
| 4 | NMR |
Nomura Holdings Inc
|
106,655 | $936,430 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
6,973 | $699,252 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,465 | $388,633 |
All Filings in MS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,746,671 | 22,707 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,458,109 | 21,013 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,857,726 | 21,730 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,928,679 | 18,424 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,332,394 | 9,459 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,039,179 | 8,907 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,101,432 | 8,761 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $852,995 | 8,183 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $617,836 | 6,357 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $536,617 | 5,699 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $398,364 | 4,272 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $451,635 | 5,530 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $485,413 | 5,684 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $517,054 | 5,889 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $438,788 | 5,161 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $332,553 | 4,209 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $318,919 | 4,193 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,889,000 | 252,498 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $308,615 | 3,144 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $250,670 | 2,576 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $223,081 | 2,433 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||