Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$319,413
+$70,748 QoQ
Shares Held
1,528
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#2,097
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026Fiduciary Wealth Partners, LLC holds $319,413 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
|
1,528 | $319,413 |
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,413 | 1,528 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $248,665 | 1,511 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $275,704 | 1,553 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $251,951 | 1,585 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||