Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,241,165
+$836,304 QoQ
Shares Held
15,505
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#894
of 2,722 holders
Holding Since
Dec 2023
9 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, 2026Turtle Creek Wealth Advisors, LLC holds $7,386,653 across 7 Capital Markets names. MS ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
15,505 | $3,241,165 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,173 | $2,197,707 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,760 | $716,015 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,673 | $368,328 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4,094 | $356,341 | |
| 6 | EVR |
Evercore Inc.
|
773 | $263,933 | |
| 7 | PJT |
PJT Partners Inc.
|
1,611 | $243,164 |
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,241,165 | 15,505 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,404,861 | 14,613 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,388,843 | 13,456 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,473,877 | 9,272 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $866,852 | 6,154 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $292,080 | 2,802 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $251,722 | 2,590 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $238,601 | 2,534 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $459,629 | 4,929 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||