Position in MS
as of Mar 31, 2026
· filed Jun 1, 2026
Position Value
$304,125
New position
Shares Held
1,848
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Capital Markets
Financial Services · as of Mar 31, 2026Foguth Wealth Management, LLC. holds $315,658 across 2 Capital Markets names. MS ranks #1 (96.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,848 | $304,125 | |
| 2 | STKE |
SOL Strategies Inc.
|
11,709 | $11,533 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $304,125 | 1,848 | Shares | Sole | 2026-06-01 | |
| No filing history on record for this holder in this stock. | ||||||