SAX WEALTH ADVISORS, LLC

Position in MS — Morgan Stanley

CIK 1846150 PARSIPPANY, NJ

Position in MS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,154,109

+$307,068 QoQ

Shares Held

5,521

+7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,318

of 2,723 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Financial Services · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $6,352,664 across 5 Capital Markets names. MS ranks #2 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,529	$3,569,124
2	MS	Morgan Stanley This page	5,521	$1,154,109
3	SCHW	Schwab Charles Corp	9,037	$833,843
4	WULF	Terawulf Inc.	16,145	$398,781
5	HOOD	Robinhood Markets, Inc.	3,957	$396,807

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,154,109	5,521	+7.3%	Shares	Sole	2026-07-09
2026-03-31	$847,041	5,147	-5.4%	Shares	Sole	2026-04-08
2025-12-31	$965,585	5,439	+15.9%	Shares	Sole	2026-01-12
2025-09-30	$746,158	4,694	+14.9%	Shares	Sole	2025-10-20
2025-06-30	$575,694	4,087	+33.5%	Shares	Sole	2025-07-23
2025-03-31	$357,243	3,062	+14.1%	Shares	Sole	2025-05-14
2024-12-31	$337,432	2,684	+11.0%	Shares	Sole	2025-01-15
2024-09-30	$252,156	2,419	+2.9%	Shares	Sole	2024-10-17
2024-06-30	$228,396	2,350	—	Shares	Sole	2024-07-12
No filing history on record for this holder in this stock.