Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$403,238
-$1,808,747 QoQ
Shares Held
1,929
-85.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,941
of 2,723 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $10,223,841 across 12 Capital Markets names. MS ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
60,043 | $4,189,200 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,648 | $1,666,737 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
8,574 | $859,800 | |
| 4 | SCHW |
Schwab Charles Corp
|
6,173 | $569,582 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,809 | $509,559 | |
| 6 | EVR |
Evercore Inc.
|
1,413 | $482,454 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
7,118 | $424,019 | |
| 8 | MS |
Morgan Stanley
This page
|
1,929 | $403,238 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,238 | 1,929 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,211,985 | 13,441 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,962,239 | 11,053 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||