Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$296,000
+$93,485 QoQ
Shares Held
1,416
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#2,144
of 2,723 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aletheian Wealth Advisors LLC holds $606,490 across 2 Capital Markets names. MS ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
307 | $310,490 | |
| 2 | MS |
Morgan Stanley
This page
|
1,416 | $296,000 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,000 | 1,416 | Shares | Sole | 2026-07-09 | |
| 2025-09-30 | $202,515 | 1,274 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||