Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$998,166
+$922,025 QoQ
Shares Held
4,775
+896.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,402
of 2,723 holders
Holding Since
Dec 2022
4 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, 2026Grey Fox Wealth Advisors, LLC holds $1,201,529 across 2 Capital Markets names. MS ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,775 | $998,166 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,204 | $203,363 |
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $998,166 | 4,775 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | $76,141 | 479 | Shares | Sole | 2025-10-29 | |
| 2023-03-31 | $1,053 | 12 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,020 | 12 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||