Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,399,570
+$373,220 QoQ
Shares Held
11,479
-6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#235
of 865 holders
Holding Since
Jun 2022
16 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, 2026Everhart Financial Group, Inc. holds $8,204,499 across 6 Capital Markets names. MS ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,570 | $3,610,590 | |
| 2 | MS |
Morgan Stanley
This page
|
11,479 | $2,399,570 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,894 | $1,281,999 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,721 | $473,421 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4,976 | $433,111 | |
| 6 | DEFT |
Defi Technologies, Inc.
|
11,300 | $5,808 |
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,399,570 | 11,479 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,026,350 | 12,313 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,756,481 | 9,894 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,459,570 | 9,182 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,188,154 | 8,435 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $758,238 | 6,499 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $927,059 | 7,374 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $542,569 | 5,205 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $391,675 | 4,030 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $249,053 | 2,645 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $386,625 | 4,734 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $371,746 | 4,353 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $422,581 | 4,813 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $340,080 | 4,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $309,245 | 3,914 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $242,098 | 3,183 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||