Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$900,335
+$177,544 QoQ
Shares Held
4,307
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,464
of 2,723 holders
Holding Since
Mar 2023
14 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, 2026EVEXIA WEALTH LLC holds $900,335 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,307 | $900,335 |
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $900,335 | 4,307 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $722,791 | 4,392 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $757,165 | 4,265 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $796,707 | 5,012 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $710,497 | 5,044 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $689,169 | 5,907 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $744,010 | 5,918 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $708,102 | 6,793 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $518,411 | 5,334 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $504,980 | 5,363 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,095,446 | 43,919 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,512,626 | 43,010 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,427,956 | 40,140 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,394,523 | 38,662 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||