United Advisor Group, LLC

Position in MS — Morgan Stanley

CIK 2004873 CINCINNATI, OH

Position in MS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$252,938

+$2,799 QoQ

Shares Held

1,210

-14.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,233

of 2,723 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

United Advisor Group, LLC holds $5,000,606 across 4 Capital Markets names. MS ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IREN	IREN Ltd	57,602	$2,634,139
2	GS	Goldman Sachs Group Inc	1,548	$1,565,600
3	HOOD	Robinhood Markets, Inc.	5,464	$547,929
4	MS	Morgan Stanley This page	1,210	$252,938

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,938	1,210	-14.1%	Shares	Sole	2026-07-29
2025-12-31	$250,139	1,409	-47.0%	Shares	Sole	2026-01-26
2025-09-30	$422,515	2,658	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.