Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$692,967
+$121,910 QoQ
Shares Held
3,315
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,607
of 2,723 holders
Holding Since
Dec 2022
14 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, 2026IVC Wealth Advisors LLC holds $1,190,561 across 2 Capital Markets names. MS ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,315 | $692,967 | |
| 2 | GS |
Goldman Sachs Group Inc
|
492 | $497,594 |
All Filings in MS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,967 | 3,315 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $571,057 | 3,470 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $623,485 | 3,512 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $408,209 | 2,568 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $360,883 | 2,562 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $295,758 | 2,535 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $318,700 | 2,535 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $262,580 | 2,519 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $241,128 | 2,481 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $224,665 | 2,386 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $221,189 | 2,372 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $209,827 | 2,457 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $223,802 | 2,549 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $207,108 | 2,436 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||