Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$671,436
+$64,502 QoQ
Shares Held
3,212
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,627
of 2,723 holders
Holding Since
Mar 2024
6 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, 2026Tactive Advisors, LLC holds $10,220,845 across 4 Capital Markets names. MS ranks #4 (6.6% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,436 | 3,212 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $606,934 | 3,688 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $541,466 | 3,050 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $473,700 | 2,980 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $424,270 | 3,012 | Shares | Sole | 2025-08-18 | |
| 2024-03-31 | $254,232 | 2,700 | Shares | Sole | 2024-06-04 | |
| No filing history on record for this holder in this stock. | ||||||