Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$972,245
+$185,765 QoQ
Shares Held
4,651
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,414
of 2,723 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Alta Wealth Advisors LLC holds $972,245 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,651 | $972,245 |
All Filings in MS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,245 | 4,651 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $786,480 | 4,779 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $813,264 | 4,581 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $325,709 | 2,049 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $288,622 | 2,049 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $268,224 | 2,299 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $260,617 | 2,073 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $221,301 | 2,123 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $209,930 | 2,160 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $222,217 | 2,360 | Shares | Sole | 2024-05-01 | |
| 2022-09-30 | $236,081 | 2,988 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $215,858 | 2,838 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $248,041 | 2,838 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||