Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$283,249
+$58,776 QoQ
Shares Held
1,355
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,172
of 2,723 holders
Holding Since
Mar 2020
24 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, 2026WEST PACES ADVISORS INC. holds $516,902 across 7 Capital Markets names. MS ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,355 | $283,249 | |
| 2 | GS |
Goldman Sachs Group Inc
|
160 | $161,819 | |
| 3 | SCHW |
Schwab Charles Corp
|
645 | $59,514 | |
| 4 | MIAX |
Miami International Holdings, Inc.
|
157 | $5,834 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
10 | $2,816 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
41 | $2,567 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
11 | $1,103 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,249 | 1,355 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $224,473 | 1,364 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $245,701 | 1,384 | Shares | Sole | 2026-01-21 | |
| 2025-03-31 | $141,170 | 1,210 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $152,121 | 1,210 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $126,130 | 1,210 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $117,599 | 1,210 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $120,807 | 1,283 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $108,636 | 1,165 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $92,287 | 1,130 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $114,179 | 1,337 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $117,388 | 1,337 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $110,611 | 1,301 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $86,436 | 1,094 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $87,012 | 1,144 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $103,918 | 1,189 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $116,712 | 1,189 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $110,836 | 1,139 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $104,434 | 1,139 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $84,960 | 1,094 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $74,971 | 1,094 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $45,787 | 947 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $45,740 | 947 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $32,198 | 947 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||