Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,747,574
+$356,793 QoQ
Shares Held
8,360
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,130
of 2,723 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FourThought Financial Partners, LLC holds $10,998,672 across 7 Capital Markets names. MS ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,474 | $7,558,979 | |
| 2 | MS |
Morgan Stanley
This page
|
8,360 | $1,747,574 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
5,413 | $471,147 | |
| 4 | ETOR |
eToro Group Ltd.
|
10,313 | $407,054 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
5,610 | $351,354 | |
| 6 | GOLD |
Gold.com, Inc.
|
6,012 | $250,159 | |
| 7 | SCHW |
Schwab Charles Corp
|
2,302 | $212,405 |
All Filings in MS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,747,574 | 8,360 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,390,781 | 8,451 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,524,805 | 8,589 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,340,509 | 8,433 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,156,319 | 8,209 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,091,914 | 9,359 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,250,788 | 9,949 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $939,999 | 9,983 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $958,516 | 10,279 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $863,251 | 10,570 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $974,841 | 11,415 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,057,112 | 12,040 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,085,790 | 12,771 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||