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Fiducient Advisors LLC

SEC CIK
0001729866
Latest filing
Aug 7, 2026

MS holding history

Morgan Stanley in every 13F filed by Fiducient Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
1,434
Value
$299.8K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of MS by Fiducient Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,434$299.8K<0.1%−110−7.1%ReducedHolders
Q1 20261,544$254.1K<0.1%−2,146−58.2%ReducedHolders
Q4 20253,690$655.1K0.1%00.0%UnchangedHolders
Q3 20253,690$586.6K0.1%+851+30.0%AddedHolders
Q2 20252,839$400.0K<0.1%+11+0.4%AddedHolders
Q1 20252,828$329.9K<0.1%−70−2.4%ReducedHolders
Q4 20242,898$364.3K<0.1%+70+2.5%AddedHolders
Q3 20242,828$294.8K<0.1%−321−10.2%ReducedHolders
Q2 20243,149$306.1K<0.1%−73−2.3%ReducedHolders
Q1 20243,222$303.4K0.1%−99−3.0%ReducedHolders
Q4 20233,321$309.7K0.1%−15−0.4%ReducedHolders
Q3 20233,336$272.5K<0.1%+3,336NewHolders