Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,927,139
+$476,127 QoQ
Shares Held
9,219
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,084
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $6,529,454 across 7 Capital Markets names. MS ranks #1 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
9,219 | $1,927,139 | |
| 2 | SCHW |
Schwab Charles Corp
|
18,436 | $1,701,088 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
9,767 | $850,119 | |
| 4 | GS |
Goldman Sachs Group Inc
|
806 | $815,163 | |
| 5 | MC |
Moelis & Co
|
9,631 | $630,059 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,584 | $359,402 | |
| 7 | IREN |
IREN Ltd
|
5,390 | $246,484 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,927,139 | 9,219 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,451,012 | 8,817 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,255,492 | 7,072 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $730,421 | 4,595 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $534,845 | 3,797 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $430,278 | 3,688 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $527,772 | 4,198 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||