Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,912,534
+$1,896,112 QoQ
Shares Held
33,068
+8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#654
of 2,722 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FAS Wealth Partners, Inc. holds $7,789,206 across 3 Capital Markets names. MS ranks #1 (88.7% of the industry book) .
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,912,534 | 33,068 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,016,422 | 30,482 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $5,178,905 | 29,172 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,411,775 | 27,754 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,744,199 | 26,581 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,839,631 | 24,339 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,922,487 | 23,246 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,341,543 | 22,463 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,026,217 | 20,848 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,908,999 | 20,274 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,825,555 | 19,577 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,340,776 | 16,417 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,263,150 | 14,791 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,127,352 | 12,840 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,014,118 | 11,928 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $795,235 | 10,065 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $605,589 | 7,962 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||