Foundations Investment Advisors, LLC
EndowmentPosition in MS — Morgan Stanley
CIK 1743404
PHOENIX, AZ
Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$79,183,305
+$21,608,986 QoQ
Shares Held
378,795
+8.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#208
of 2,736 holders
Holding Since
Dec 2020
23 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, 2026Foundations Investment Advisors, LLC holds $233,990,592 across 11 Capital Markets names. MS ranks #1 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
378,795 | $79,183,305 | |
| 2 | GS |
Goldman Sachs Group Inc
|
72,064 | $72,883,366 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
619,285 | $62,101,897 | |
| 4 | IREN |
IREN Ltd
|
196,933 | $9,005,745 | |
| 5 | MARA |
MARA Holdings, Inc.
|
398,085 | $5,529,400 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
39,842 | $2,495,304 | |
| 7 | SCHW |
Schwab Charles Corp
|
13,151 | $1,213,442 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
30,142 | $825,287 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,183,305 | 378,795 | Shares | Other | 2026-08-14 | |
| 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. | ||||||