Fortis Capital Advisors, LLC

Position in MS — Morgan Stanley

CIK 1959790 PRAIRIE VILLAGE, KS

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,951,017

+$462,061 QoQ

Shares Held

14,117

-6.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#938

of 2,723 holders

Holding Since

Dec 2022

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fortis Capital Advisors, LLC holds $6,715,647 across 3 Capital Markets names. MS ranks #1 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	14,117	$2,951,017
2	HOOD	Robinhood Markets, Inc.	29,140	$2,922,159
3	GS	Goldman Sachs Group Inc	833	$842,471

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,951,017	14,117	-6.7%	Shares	Sole	2026-07-31
2026-03-31	$2,488,956	15,124	+6.3%	Shares	Sole	2026-04-28
2025-12-31	$2,526,429	14,231	-10.0%	Shares	Sole	2026-01-27
2025-09-30	$2,513,157	15,810	+2969.9%	Shares	Sole	2025-10-31
2023-03-31	$45,217	515	+1.2%	Shares	Other	2023-05-15
2022-12-31	$43,275	509	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.