Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,666,143
+$3,455,000 QoQ
Shares Held
17,538
+1267.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#847
of 2,723 holders
Holding Since
Mar 2024
10 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, 2026Diversify Advisory Services, LLC holds $27,546,888 across 17 Capital Markets names. MS ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,874 | $6,952,157 | |
| 2 | MS |
Morgan Stanley
This page
|
17,538 | $3,666,143 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,110 | $3,424,139 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,704 | $3,179,277 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
44,125 | $2,628,526 | |
| 6 | PJT |
PJT Partners Inc.
|
15,424 | $2,328,098 | |
| 7 | CLSK |
Cleanspark, Inc.
|
88,702 | $1,290,614 | |
| 8 | MC |
Moelis & Co
|
14,462 | $946,104 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,666,143 | 17,538 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $211,143 | 1,283 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,136,751 | 12,036 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,206,046 | 13,878 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,274,607 | 16,148 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $987,028 | 8,460 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,246,890 | 9,918 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,092,122 | 10,477 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,011,942 | 10,412 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $971,731 | 10,320 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||