Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$400,311
+$83,843 QoQ
Shares Held
1,915
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,951
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Frederick Financial Consultants, LLC holds $400,311 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,915 | $400,311 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,311 | 1,915 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $316,468 | 1,923 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $330,738 | 1,863 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $294,234 | 1,851 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $251,153 | 1,783 | Shares | Defined | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||