Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,191,528
+$254,302 QoQ
Shares Held
5,700
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,301
of 2,723 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $4,979,108 across 2 Capital Markets names. MS ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,745 | $3,787,580 | |
| 2 | MS |
Morgan Stanley
This page
|
5,700 | $1,191,528 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,191,528 | 5,700 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $937,226 | 5,695 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,012,986 | 5,706 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $889,699 | 5,597 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $795,859 | 5,650 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $557,332 | 4,777 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $609,867 | 4,851 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $517,760 | 4,967 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $490,517 | 5,047 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $475,790 | 5,053 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $392,023 | 4,204 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $410,014 | 4,177 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||