Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,905,608
+$214,652 QoQ
Shares Held
9,116
-11.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,094
of 2,723 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FOSTER & MOTLEY INC holds $6,612,523 across 2 Capital Markets names. MS ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,654 | $4,706,915 | |
| 2 | MS |
Morgan Stanley
This page
|
9,116 | $1,905,608 |
All Filings in MS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,905,608 | 9,116 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,690,956 | 10,275 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,880,220 | 10,591 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,837,418 | 11,559 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,692,010 | 12,012 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,505,976 | 12,908 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,770,137 | 14,080 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,577,359 | 15,132 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,560,871 | 16,060 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,568,705 | 16,660 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,846,536 | 19,802 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,264,545 | 27,728 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,447,820 | 28,663 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,515,645 | 28,652 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,133,236 | 25,091 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,465,823 | 31,209 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,589,310 | 34,043 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,089,153 | 35,345 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,946,174 | 30,014 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,925,625 | 30,065 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,866,779 | 31,266 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,291,435 | 29,506 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,286,719 | 18,776 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $326,894 | 6,761 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||