Richwood Investment Advisors, LLC

Position in MS — Morgan Stanley

CIK 1911900 Cincinnati, OH

Position in MS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$920,403

+$244,515 QoQ

Shares Held

4,403

+7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#1,452

of 2,723 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Richwood Investment Advisors, LLC holds $920,403 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	4,403	$920,403

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$920,403	4,403	+7.2%	Shares	Sole	2026-07-29
2026-03-31	$675,888	4,107	+10.8%	Shares	Sole	2026-05-15
2025-12-31	$658,103	3,707	+17.8%	Shares	Sole	2026-02-12
2025-09-30	$500,247	3,147	+4.2%	Shares	Sole	2025-10-16
2025-06-30	$425,538	3,021	-15.5%	Shares	Sole	2025-07-23
2025-03-31	$417,211	3,576	-4.7%	Shares	Sole	2025-05-15
2024-12-31	$471,827	3,753	0.0%	Shares	Sole	2025-02-11
2024-09-30	$391,212	3,753	-7.4%	Shares	Sole	2024-10-15
2024-06-30	$393,911	4,053	+46.7%	Shares	Sole	2024-07-26
2024-03-31	$260,069	2,762	-12.7%	Shares	Sole	2024-05-13
2023-12-31	$294,949	3,163	-3.9%	Shares	Sole	2024-02-09
2023-09-30	$268,939	3,293	-1.7%	Shares	Sole	2023-10-30
2023-06-30	$286,004	3,349	-5.0%	Shares	Sole	2023-07-21
2023-03-31	$309,495	3,525	-1.8%	Shares	Sole	2023-04-19
2022-12-31	$305,221	3,590	-0.8%	Shares	Sole	2023-02-08
2022-09-30	$285,858	3,618	-8.7%	Shares	Sole	2022-10-27
2022-06-30	$301,425	3,963	+50.9%	Shares	Sole	2022-07-22
2022-03-31	$229,599	2,627	+14.1%	Shares	Sole	2022-04-28
2021-12-31	$225,964	2,302	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.