O'Neil Global Advisors, Inc.

Position in MS — Morgan Stanley

CIK 1861159 LOS ANGELES, CA

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,849,006

+$2,422,934 QoQ

Shares Held

13,629

+467.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#950

of 2,723 holders

Holding Since

Mar 2021

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

O'Neil Global Advisors, Inc. holds $13,216,967 across 4 Capital Markets names. MS ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	8,508	$8,604,735
2	MS	Morgan Stanley This page	13,629	$2,849,006
3	HOOD	Robinhood Markets, Inc.	12,188	$1,222,212
4	VIRT	Virtu Financial, Inc.	9,082	$541,014

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,849,006	13,629	+467.9%	Shares	Sole	2026-08-10
2025-12-31	$426,072	2,400	-15.6%	Shares	Sole	2026-02-10
2024-12-31	$357,296	2,842	-64.5%	Shares	Sole	2025-02-03
2024-09-30	$833,920	8,000	+85.3%	Shares	Sole	2024-11-12
2021-09-30	$420,184	4,318	-28.0%	Shares	Sole	2021-11-02
2021-06-30	$550,140	6,000	-21.1%	Shares	Sole	2021-07-12
2021-03-31	$590,216	7,600	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.