Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$264,853
+$57,495 QoQ
Shares Held
1,267
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,209
of 2,723 holders
Holding Since
Dec 2020
13 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, 2026Fortis Advisors, LLC holds $987,982 across 2 Capital Markets names. MS ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
715 | $723,129 | |
| 2 | MS |
Morgan Stanley
This page
|
1,267 | $264,853 |
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,853 | 1,267 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $207,358 | 1,260 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $222,445 | 1,253 | Shares | Sole | 2026-02-10 | |
| 2023-03-31 | $100,443 | 1,144 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $96,497 | 1,135 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $88,886 | 1,125 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $84,882 | 1,116 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $96,664 | 1,106 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $107,877 | 1,099 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $106,165 | 1,091 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $99,391 | 1,084 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $83,795 | 1,079 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $73,601 | 1,074 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||