Foundations Investment Advisors, LLC
EndowmentPosition in MS — Morgan Stanley
CIK 1743404
PHOENIX, AZ
Position in MS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$57,574,319
+$1,263,580 QoQ
Shares Held
349,847
+10.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Foundations Investment Advisors, LLC holds $175,964,002 across 12 Capital Markets names. MS ranks #1 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
349,847 | $57,574,319 | |
| 2 | GS |
Goldman Sachs Group Inc
|
66,921 | $56,614,494 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
645,966 | $44,765,442 | |
| 4 | IREN |
IREN Ltd
|
176,618 | $6,054,464 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
47,273 | $4,510,316 | |
| 6 | MARA |
MARA Holdings, Inc.
|
403,732 | $3,294,453 | |
| 7 | SCHW |
Schwab Charles Corp
|
14,692 | $1,380,754 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27,288 | $539,756 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,574,319 | 349,847 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $56,310,739 | 317,190 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $45,553,803 | 286,574 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $37,309,868 | 264,872 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $26,874,699 | 230,348 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $9,044,925 | 71,945 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,398,251 | 61,380 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,128,716 | 52,770 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,332,374 | 56,631 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,537,464 | 59,383 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,771,978 | 58,430 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $4,687,776 | 54,892 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,862,058 | 43,987 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,185,019 | 37,462 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,296,949 | 16,415 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $892,488 | 11,734 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $306,424 | 3,506 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $332,467 | 3,387 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $329,588 | 3,387 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $481,372 | 5,250 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $249,288 | 3,210 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $215,800 | 3,149 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||