Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,585,359
+$328,538 QoQ
Shares Held
7,584
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,187
of 2,723 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $4,347,764 across 7 Capital Markets names. MS ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
7,584 | $1,585,359 | |
| 2 | SCHW |
Schwab Charles Corp
|
11,325 | $1,044,957 | |
| 3 | GS |
Goldman Sachs Group Inc
|
739 | $747,402 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,649 | $265,641 | |
| 5 | SF |
Stifel Financial Corp
|
3,629 | $253,195 | |
| 6 | HUT |
Hut 8 Corp.
|
2,000 | $230,890 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
16,553 | $220,320 |
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,585,359 | 7,584 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,256,821 | 7,637 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,353,666 | 7,625 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,136,881 | 7,152 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,025,319 | 7,279 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $859,857 | 7,370 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,030,778 | 8,199 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $878,222 | 8,425 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $542,417 | 5,581 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $588,311 | 6,248 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $579,735 | 6,217 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $311,598 | 3,665 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $184,014 | 2,329 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||