Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$26,884,216
+$2,869,833 QoQ
Shares Held
128,608
-11.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#83
of 1,173 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $166,649,141 across 20 Capital Markets names. MS ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
83,696 | $84,647,623 | |
| 2 | SCHW |
Schwab Charles Corp
|
385,528 | $35,572,668 | |
| 3 | MS |
Morgan Stanley
This page
|
128,608 | $26,884,216 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
62,436 | $6,261,082 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
41,403 | $3,603,717 | |
| 6 | IREN |
IREN Ltd
|
63,631 | $2,909,845 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
23,882 | $1,495,729 | |
| 8 | WULF |
Terawulf Inc.
|
34,902 | $862,079 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,884,216 | 128,608 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $24,014,383 | 145,922 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $25,874,287 | 145,746 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,983,462 | 113,132 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,600,526 | 110,752 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $12,346,019 | 105,820 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,224,738 | 105,192 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,482,244 | 110,152 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,780,703 | 110,924 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,070,714 | 96,333 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,810,526 | 83,759 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,716,214 | 82,236 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,871,301 | 57,041 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,183,536 | 59,038 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,573,326 | 89,077 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,312,691 | 92,554 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,444,372 | 97,875 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,079,199 | 103,881 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $7,954,297 | 81,034 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $7,447,134 | 76,530 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $6,629,645 | 72,305 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $5,424,861 | 69,854 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $2,395,877 | 34,961 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $811,603 | 16,786 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||