Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$299,763
+$45,667 QoQ
Shares Held
1,434
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,132
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, 2026FIDUCIENT ADVISORS LLC holds $2,047,410 across 2 Capital Markets names. MS ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,728 | $1,747,647 | |
| 2 | MS |
Morgan Stanley
This page
|
1,434 | $299,763 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,763 | 1,434 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $254,096 | 1,544 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $655,085 | 3,690 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $586,562 | 3,690 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $399,901 | 2,839 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $329,942 | 2,828 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $364,336 | 2,898 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $294,790 | 2,828 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $306,051 | 3,149 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $303,383 | 3,222 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $309,683 | 3,321 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $272,451 | 3,336 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||