UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Position in MS — Morgan Stanley
CIK 2011649
PITTSBURGH, PA
Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$379,198
+$80,669 QoQ
Shares Held
1,814
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,993
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $968,874 across 3 Capital Markets names. MS ranks #1 (39.1% of the industry book) .
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,198 | 1,814 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $298,529 | 1,814 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $233,274 | 1,314 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $208,873 | 1,314 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||