Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$525,735
+$45,520 QoQ
Shares Held
2,515
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,763
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026Navis Wealth Advisors, LLC holds $2,614,214 across 2 Capital Markets names. MS ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,065 | $2,088,479 | |
| 2 | MS |
Morgan Stanley
This page
|
2,515 | $525,735 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,735 | 2,515 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $480,215 | 2,918 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $537,205 | 3,026 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $493,093 | 3,102 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $414,410 | 2,942 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $345,109 | 2,958 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $371,879 | 2,958 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $332,108 | 3,186 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $300,997 | 3,097 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $297,922 | 3,164 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $281,708 | 3,021 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $244,356 | 2,992 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $244,414 | 2,862 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $251,283 | 2,862 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $246,558 | 2,900 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $213,327 | 2,700 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $205,362 | 2,700 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $235,980 | 2,700 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $294,480 | 3,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $291,930 | 3,000 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $275,070 | 3,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $232,980 | 3,000 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $205,590 | 3,000 | Shares | Sole | 2021-03-04 | |
| No filing history on record for this holder in this stock. | ||||||