Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$426,650
+$124,006 QoQ
Shares Held
2,041
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,900
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026FSM Wealth Advisors, LLC holds $1,820,088 across 4 Capital Markets names. MS ranks #3 (23.4% of the industry book) .
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,650 | 2,041 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $302,644 | 1,839 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $338,727 | 1,908 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $286,445 | 1,802 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||