W ADVISORS, LLC

Position in MS — Morgan Stanley

CIK 1929907 Germantown, TN

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,076,602

+$416,914 QoQ

Shares Held

9,934

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.18%

of 13F equity value

Holder Rank

#1,058

of 2,721 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

W ADVISORS, LLC holds $2,714,775 across 2 Capital Markets names. MS ranks #1 (76.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	9,934	$2,076,602
2	GS	Goldman Sachs Group Inc	631	$638,173

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,076,602	9,934	-1.5%	Shares	Other	2026-07-31
2026-03-31	$1,659,688	10,085	+7.3%	Shares	Other	2026-04-29
2025-12-31	$1,669,314	9,403	-0.5%	Shares	Sole	2026-02-13
2025-09-30	$1,501,536	9,446	+0.2%	Shares	Sole	2025-11-14
2025-06-30	$1,327,605	9,425	-0.3%	Shares	Sole	2025-08-07
2025-03-31	$1,102,531	9,450	+0.9%	Shares	Sole	2025-05-13
2024-12-31	$1,177,115	9,363	+0.2%	Shares	Other	2025-01-22
2024-09-30	$974,435	9,348	+0.2%	Shares	Sole	2024-10-28
2024-06-30	$906,588	9,328	+0.2%	Shares	Other	2024-08-06
2024-03-31	$876,628	9,310	+0.2%	Shares	Sole	2024-04-25
2023-12-31	$866,291	9,290	+0.2%	Shares	Other	2024-02-06
2023-09-30	$756,835	9,267	+0.2%	Shares	Sole	2023-11-13
2023-06-30	$789,693	9,247	+0.2%	Shares	Other	2023-08-04
2023-03-31	$810,130	9,227	+0.2%	Shares	Sole	2023-08-07
2022-12-31	$783,203	9,212	-0.1%	Shares	Sole	2023-02-07
2022-09-30	$728,234	9,217	+0.2%	Shares	Other	2022-10-24
2022-06-30	$699,751	9,200	+0.2%	Shares	Other	2022-08-26
2022-03-31	$802,593	9,183	+0.2%	Shares	Other	2022-08-26
2021-12-31	$900,028	9,169	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.