Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$263,181
New position
Shares Held
1,259
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,213
of 2,721 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026ENCOMPASS WEALTH ADVISORS, LLC holds $576,888 across 2 Capital Markets names. MS ranks #2 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
6,860 | $313,707 | |
| 2 | MS |
Morgan Stanley
This page
|
1,259 | $263,181 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,181 | 1,259 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||