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HOLLENCREST CAPITAL MANAGEMENT

Position in MS — Morgan Stanley

CIK 1161722 NEWPORT BEACH, CA

Position in MS

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$111,743
-$53,359 QoQ
Shares Held
679
-27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Derivatives in MS

reported options exposure · as of Mar 31, 2026
CallValue
$65,828
CallShares
400
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Mar 31, 2026

HOLLENCREST CAPITAL MANAGEMENT holds $2,397,884 across 21 Capital Markets names. MS ranks #5 (4.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 MS
Morgan Stanley
This page
679 $111,743

All Filings in MS

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $111,743 679
2026-03-31 $65,828 400
2025-12-31 $165,102 930
2025-09-30 $63,584 400
2025-09-30 $928,167 5,839
2025-06-30 $125,928 894
2025-03-31 $103,952 891
2024-12-31 $111,765 889
2024-09-30 $108,513 1,041
2024-06-30 $49,761 512
2024-03-31 $57,437 610
2023-12-31 $368,897 3,956
2023-09-30 $304,874 3,733
2023-06-30 $318,542 3,730
2023-03-31 $328,986 3,747
2022-12-31 $50,671 596