Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$271,542
+$69,121 QoQ
Shares Held
1,299
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,195
of 2,721 holders
Holding Since
Dec 2025
3 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, 2026Eagle Wealth Advisors LLC holds $834,875 across 2 Capital Markets names. MS ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
557 | $563,333 | |
| 2 | MS |
Morgan Stanley
This page
|
1,299 | $271,542 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,542 | 1,299 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $202,421 | 1,230 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $213,213 | 1,201 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||