Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$536,605
+$114,154 QoQ
Shares Held
2,567
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,748
of 2,723 holders
Holding Since
Dec 2021
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, 2026PRIMORIS WEALTH ADVISORS, LLC holds $536,605 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,567 | $536,605 |
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,605 | 2,567 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $422,451 | 2,567 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $414,532 | 2,335 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $371,171 | 2,335 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $328,908 | 2,335 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $272,424 | 2,335 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $289,784 | 2,305 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $240,273 | 2,305 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $224,022 | 2,305 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $217,038 | 2,305 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $214,941 | 2,305 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $207,436 | 2,429 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $213,266 | 2,429 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $228,958 | 2,693 | Shares | Sole | 2023-02-03 | |
| 2022-03-31 | $212,294 | 2,429 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $238,430 | 2,429 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||