Clearstead Advisors, LLC

Position in MS — Morgan Stanley

CIK 842775 CLEVELAND, OH

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$8,543,673

+$2,551,680 QoQ

Shares Held

40,871

+12.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#599

of 2,716 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Advisors, LLC holds $66,866,081 across 38 Capital Markets names. MS ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	235,801	$21,757,358
2	MIAX	Miami International Holdings, Inc.	473,937	$17,611,498
3	GS	Goldman Sachs Group Inc	14,940	$15,109,867
4	MS	Morgan Stanley This page	40,871	$8,543,673
5	WULF	Terawulf Inc.	51,194	$1,264,491
6	JEF	Jefferies Financial Group Inc.	17,784	$888,844
7	HOOD	Robinhood Markets, Inc.	8,022	$804,446
8	IBKR	Interactive Brokers Group, Inc.	3,083	$268,344

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,543,673	40,871	+12.3%	Shares	Sole	2026-08-06
2026-03-31	$5,991,993	36,410	-12.0%	Shares	Sole	2026-05-06
2025-12-31	$7,341,930	41,356	+4.2%	Shares	Sole	2026-02-09
2025-09-30	$6,309,917	39,695	+7.1%	Shares	Sole	2025-11-10
2025-06-30	$5,221,680	37,070	+10.0%	Shares	Sole	2025-08-08
2025-03-31	$3,930,845	33,692	+1.0%	Shares	Sole	2025-05-13
2024-12-31	$4,194,899	33,367	+2.5%	Shares	Sole	2025-02-10
2024-09-30	$3,394,158	32,561	-0.2%	Shares	Sole	2024-11-13
2024-06-30	$3,171,212	32,629	+475.1%	Shares	Sole	2024-08-12
2024-03-31	$534,263	5,674	+2.1%	Shares	Sole	2024-05-14
2023-12-31	$518,283	5,558	+7.1%	Shares	Sole	2024-02-12
2023-09-30	$423,948	5,191	-7.6%	Shares	Sole	2023-11-07
2023-06-30	$479,862	5,619	-15.4%	Shares	Sole	2023-08-07
2023-03-31	$583,167	6,642	+155.8%	Shares	Sole	2023-05-09
2022-12-31	$220,796	2,597	-27.1%	Shares	Sole	2023-02-14
2022-09-30	$281,433	3,562	+5.3%	Shares	Sole	2022-11-15
2022-06-30	$257,310	3,383	+7.1%	Shares	Sole	2022-08-12
2022-03-31	$276,184	3,160	+130.5%	Shares	Sole	2022-05-04
2021-12-31	$134,577	1,371	-36.4%	Shares	Sole	2022-02-14
2021-09-30	$209,800	2,156	+45.4%	Shares	Sole	2021-11-12
2021-06-30	$135,976	1,483	-0.1%	Shares	Sole	2021-08-12
2021-03-31	$115,325	1,485	+10.7%	Shares	Sole	2021-05-14
2020-12-31	$91,898	1,341	-5.3%	Shares	Sole	2021-02-11
2020-09-30	$68,463	1,416	-10.9%	Shares	Sole	2020-11-12
2020-06-30	$76,797	1,590	-15.8%	Shares	Sole	2020-08-11
2020-03-31	$64,226	1,889	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.