Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,823,065
+$1,324,124 QoQ
Shares Held
32,640
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.97%
of 13F equity value
Holder Rank
#658
of 2,722 holders
Holding Since
Mar 2024
10 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, 2026FINANCIAL ADVISORY PARTNERS, LLC holds $9,951,571 across 2 Capital Markets names. MS ranks #1 (68.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
32,640 | $6,823,065 | |
| 2 | SCHW |
Schwab Charles Corp
|
33,906 | $3,128,506 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,823,065 | 32,640 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,498,941 | 33,414 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,047,204 | 34,063 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,478,397 | 34,464 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,911,083 | 34,865 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,232,670 | 36,279 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $4,647,114 | 36,964 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,875,330 | 37,177 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,726,847 | 38,346 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,693,049 | 39,221 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||