WESTCO ADVISORY SERVICES INC /ADV

Position in MS — Morgan Stanley

CIK 946310 LYNBROOK, NY

Position in MS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,655,596

+$450,121 QoQ

Shares Held

7,920

+8.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#1,162

of 2,723 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WESTCO ADVISORY SERVICES INC /ADV holds $19,206,008 across 3 Capital Markets names. MS ranks #3 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	15,318	$15,492,165
2	HOOD	Robinhood Markets, Inc.	20,525	$2,058,247
3	MS	Morgan Stanley This page	7,920	$1,655,596

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,655,596	7,920	+8.1%	Shares	Sole	2026-07-28
2026-03-31	$1,205,475	7,325	-0.3%	Shares	Sole	2026-05-11
2025-12-31	$1,303,957	7,345	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.