WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

Position in MS — Morgan Stanley

CIK 771118 BERMUDA RUN, NC

Position in MS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,695,779

New position

Shares Held

12,896

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#972

of 2,731 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV holds $9,028,655 across 3 Capital Markets names. MS ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	4,715	$4,768,609
2	MS	Morgan Stanley This page	12,896	$2,695,779
3	HOOD	Robinhood Markets, Inc.	15,599	$1,564,267

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,695,779	12,896	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.