Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,351,357
+$2,771,612 QoQ
Shares Held
39,951
+17.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#609
of 2,723 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $23,493,899 across 6 Capital Markets names. MS ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
11,942 | $12,077,780 | |
| 2 | MS |
Morgan Stanley
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|
39,951 | $8,351,357 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
16,798 | $1,684,503 | |
| 4 | SCHW |
Schwab Charles Corp
|
8,389 | $774,053 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4,133 | $359,736 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
875 | $246,470 |
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,351,357 | 39,951 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,579,745 | 33,905 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,411,469 | 30,482 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,744,161 | 29,845 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,152,693 | 29,481 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,333,728 | 28,574 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,613,695 | 28,744 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,828,969 | 27,139 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,625,976 | 27,019 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,501,925 | 26,571 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,014,200 | 21,600 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,108,751 | 13,576 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,136,674 | 13,310 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,129,020 | 12,859 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $246,813 | 2,903 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||