Fortis Group Advisors, LLC

Position in MS — Morgan Stanley

CIK 1815183 WESTWOOD, NJ

Position in MS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$299,763

+$62,124 QoQ

Shares Held

1,434

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,131

of 2,723 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Fortis Group Advisors, LLC holds $618,063 across 4 Capital Markets names. MS ranks #1 (48.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	1,434	$299,763
2	GS	Goldman Sachs Group Inc	296	$299,365
3	STKE	SOL Strategies Inc.	15,114	$17,683
4	CRCL	Circle Internet Group, Inc.	20	$1,252

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$299,763	1,434	-0.7%	Shares	Sole	2026-07-24
2026-03-31	$237,639	1,444	0.0%	Shares	Sole	2026-05-08
2025-12-31	$256,353	1,444	0.0%	Shares	Sole	2026-02-06
2025-09-30	$229,538	1,444	0.0%	Shares	Sole	2025-11-07
2025-06-30	$203,401	1,444	-47.4%	Shares	Sole	2025-08-08
2024-12-31	$344,975	2,744	0.0%	Shares	Sole	2025-01-31
2024-09-30	$286,034	2,744	0.0%	Shares	Sole	2024-10-21
2024-06-30	$266,689	2,744	-1.3%	Shares	Sole	2024-07-30
2024-03-31	$261,670	2,779	-0.5%	Shares	Sole	2024-04-30
2023-12-31	$260,540	2,794	0.0%	Shares	Sole	2024-03-04
2023-09-30	$228,185	2,794	+0.5%	Shares	Sole	2023-12-01
2023-06-30	$237,326	2,779	0.0%	Shares	Sole	2023-07-18
2023-03-31	$243,996	2,779	—	Shares	Sole	2023-05-26
No filing history on record for this holder in this stock.