VICUS CAPITAL

Position in MS — Morgan Stanley

CIK 1544806 STATE COLLEGE, PA

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$297,672

+$71,882 QoQ

Shares Held

1,424

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,136

of 2,723 holders

Holding Since

Mar 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

VICUS CAPITAL holds $1,798,534 across 3 Capital Markets names. MS ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	11,487	$1,059,905
2	GS	Goldman Sachs Group Inc	436	$440,957
3	MS	Morgan Stanley This page	1,424	$297,672

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,672	1,424	+3.8%	Shares	Sole	2026-08-05
2026-03-31	$225,790	1,372	+1.0%	Shares	Sole	2026-04-22
2025-12-31	$241,263	1,359	-52.7%	Shares	Sole	2026-01-22
2025-06-30	$404,972	2,875	+21.3%	Shares	Sole	2025-07-18
2023-06-30	$202,483	2,371	+3.8%	Shares	Sole	2023-08-17
2023-03-31	$200,535	2,284	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.