Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$445,464
-$30,637 QoQ
Shares Held
2,131
-26.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,867
of 2,723 holders
Holding Since
Sep 2023
12 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, 2026Fulcrum Capital LLC holds $445,464 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
|
2,131 | $445,464 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,464 | 2,131 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $476,101 | 2,893 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $544,306 | 3,066 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $487,371 | 3,066 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $431,876 | 3,066 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $357,710 | 3,066 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $367,228 | 2,921 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $304,485 | 2,921 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $283,891 | 2,921 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $275,041 | 2,921 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $272,383 | 2,921 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $225,327 | 2,759 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||