Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$234,542
-$10,996 QoQ
Shares Held
1,122
-24.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,286
of 2,723 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FDx Advisors, Inc. holds $234,542 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,122 | $234,542 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,542 | 1,122 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $245,538 | 1,492 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $270,910 | 1,526 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $253,382 | 1,594 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $320,315 | 2,274 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $262,157 | 2,247 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $324,231 | 2,579 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $309,905 | 2,973 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $272,593 | 2,895 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $658,718 | 7,064 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $637,352 | 7,804 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,422,251 | 16,654 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,343,553 | 49,471 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $4,206,024 | 49,471 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,001,224 | 50,642 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,073,773 | 53,560 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,725,805 | 54,071 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,851,558 | 49,425 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $4,242,229 | 43,595 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $4,542,414 | 49,541 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $4,569,048 | 58,834 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,570,824 | 52,106 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,433,262 | 50,326 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,707,215 | 56,050 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,235,458 | 36,337 | Shares | Sole | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||