Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,756,496
+$1,878,661 QoQ
Shares Held
22,754
+30.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#760
of 2,722 holders
Holding Since
Jun 2024
9 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, 2026Savvy Advisors, Inc. holds $17,459,503 across 7 Capital Markets names. MS ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,156 | $8,248,733 | |
| 2 | MS |
Morgan Stanley
This page
|
22,754 | $4,756,496 | |
| 3 | SCHW |
Schwab Charles Corp
|
29,938 | $2,762,379 | |
| 4 | EVR |
Evercore Inc.
|
1,907 | $651,126 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,448 | $546,325 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
3,977 | $249,079 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,819 | $245,365 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,756,496 | 22,754 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,877,835 | 17,487 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,443,700 | 13,765 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,558,284 | 9,803 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,774,131 | 12,595 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,401,906 | 12,016 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,452,820 | 11,556 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $407,369 | 3,908 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $228,979 | 2,356 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||