Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$657,221
+$137,345 QoQ
Shares Held
3,144
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,642
of 2,723 holders
Holding Since
Sep 2020
24 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, 2026PACES FERRY WEALTH ADVISORS, LLC holds $1,499,692 across 2 Capital Markets names. MS ranks #2 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
833 | $842,471 | |
| 2 | MS |
Morgan Stanley
This page
|
3,144 | $657,221 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,221 | 3,144 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $519,876 | 3,159 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $568,628 | 3,203 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $514,553 | 3,237 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $455,963 | 3,237 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $387,227 | 3,319 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $422,042 | 3,357 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $351,705 | 3,374 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $328,599 | 3,381 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $318,354 | 3,381 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $328,426 | 3,522 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $305,445 | 3,740 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $322,043 | 3,771 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $320,294 | 3,648 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $301,991 | 3,552 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $285,147 | 3,609 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $273,511 | 3,596 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $312,804 | 3,579 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $356,222 | 3,629 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $389,142 | 3,999 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $495,767 | 5,407 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $452,058 | 5,821 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $412,345 | 6,017 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $293,387 | 6,068 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||