Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$251,684
+$8,450 QoQ
Shares Held
1,204
-18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,236
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026Foster Victor Wealth Advisors, LLC holds $15,024,954 across 2 Capital Markets names. MS ranks #2 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
52,447 | $14,773,270 | |
| 2 | MS |
Morgan Stanley
This page
|
1,204 | $251,684 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,684 | 1,204 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $243,234 | 1,478 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $218,361 | 1,230 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||