Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$541,435
-$50,449 QoQ
Shares Held
3,290
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Wealth Preservation Advisors, LLC holds $788,398 across 14 Capital Markets names. MS ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,290 | $541,435 | |
| 2 | GS |
Goldman Sachs Group Inc
|
76 | $64,295 | |
| 3 | SF |
Stifel Financial Corp
|
805 | $59,505 | |
| 4 | MKTX |
Marketaxess Holdings Inc
|
299 | $49,329 | |
| 5 | TW |
Tradeweb Markets Inc.
|
218 | $25,649 | |
| 6 | SNEX |
StoneX Group Inc.
|
278 | $22,420 | |
| 7 | IPST |
Ip Strategy Holdings, Inc.
|
2,625 | $13,860 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
80 | $3,301 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $541,435 | 3,290 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $591,884 | 3,334 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $530,290 | 3,336 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $470,190 | 3,338 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $416,977 | 3,574 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||