Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$393,831
+$108,467 QoQ
Shares Held
1,884
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,959
of 2,723 holders
Holding Since
Dec 2024
6 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, 2026AGH Wealth Advisors, LLC holds $760,957 across 2 Capital Markets names. MS ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,884 | $393,831 | |
| 2 | GS |
Goldman Sachs Group Inc
|
363 | $367,126 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,831 | 1,884 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $285,364 | 1,734 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $292,214 | 1,646 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $286,128 | 1,800 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $239,884 | 1,703 | Shares | Other | 2025-08-05 | |
| 2024-12-31 | $207,186 | 1,648 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||