Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$242,904
+$28,470 QoQ
Shares Held
1,162
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,257
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026MOTIVE WEALTH ADVISORS holds $628,235 across 2 Capital Markets names. MS ranks #2 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
381 | $385,331 | |
| 2 | MS |
Morgan Stanley
This page
|
1,162 | $242,904 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,904 | 1,162 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $214,434 | 1,303 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $233,096 | 1,313 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $211,893 | 1,333 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||