Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,294,793
+$275,447 QoQ
Shares Held
6,194
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,275
of 2,723 holders
Holding Since
Dec 2021
19 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, 2026Fortitude Advisory Group L.L.C. holds $1,294,793 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
6,194 | $1,294,793 |
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,294,793 | 6,194 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,019,346 | 6,194 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,099,620 | 6,194 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $984,598 | 6,194 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,167,306 | 8,287 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $916,676 | 7,857 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $830,003 | 6,602 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $683,918 | 6,561 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $637,663 | 6,561 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $875,311 | 9,296 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $352,391 | 3,779 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $305,527 | 3,741 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $315,296 | 3,692 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $297,642 | 3,390 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $282,606 | 3,324 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $259,626 | 3,286 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $246,358 | 3,239 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $295,324 | 3,379 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $268,663 | 2,737 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||