Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$479,746
-$110,718 QoQ
Shares Held
2,295
-31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,817
of 2,723 holders
Holding Since
Dec 2022
11 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, 2026Coppell Advisory Solutions LLC holds $8,393,762 across 9 Capital Markets names. MS ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
82,321 | $4,737,727 | |
| 2 | SNEX |
StoneX Group Inc.
|
47,312 | $1,876,815 | |
| 3 | GS |
Goldman Sachs Group Inc
|
981 | $992,153 | |
| 4 | MS |
Morgan Stanley
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|
2,295 | $479,746 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
9,793 | $293,113 | |
| 6 | HUT |
Hut 8 Corp.
|
49 | $5,656 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
48 | $4,812 | |
| 8 | MARA |
MARA Holdings, Inc.
|
215 | $2,986 |
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,746 | 2,295 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $590,464 | 3,326 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,401,709 | 8,818 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $573,549 | 4,916 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $114,405 | 910 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $68,277 | 655 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $117,211 | 1,206 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $143,605 | 1,540 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $32,668 | 400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $64,306 | 753 | Shares | Sole | 2023-08-17 | |
| 2022-12-31 | $34,008 | 400 | Shares | Sole | 2023-05-19 | |
| No filing history on record for this holder in this stock. | ||||||