Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$273,006
+$69,557 QoQ
Shares Held
1,306
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,190
of 2,723 holders
Holding Since
Dec 2025
2 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, 2026AVISO WEALTH MANAGEMENT holds $7,730,183 across 3 Capital Markets names. MS ranks #3 (3.5% of the industry book) .
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,006 | 1,306 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $203,449 | 1,146 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||