Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$19,825,770
+$5,286,340 QoQ
Shares Held
94,842
+7.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#424
of 2,723 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Avanza Fonder AB holds $61,082,543 across 6 Capital Markets names. MS ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
23,876 | $24,147,470 | |
| 2 | MS |
Morgan Stanley
This page
|
94,842 | $19,825,770 | |
| 3 | SCHW |
Schwab Charles Corp
|
142,386 | $13,137,955 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
8,043 | $2,265,551 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
12,093 | $1,052,574 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
6,514 | $653,223 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,825,770 | 94,842 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $14,539,430 | 88,348 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $15,780,996 | 88,892 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $14,152,208 | 89,030 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $11,620,104 | 82,494 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $10,957,646 | 93,920 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $11,751,298 | 93,472 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||