Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$459,260
+$97,700 QoQ
Shares Held
2,197
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,840
of 2,722 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $717,593 across 10 Capital Markets names. MS ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,197 | $459,260 | |
| 2 | GS |
Goldman Sachs Group Inc
|
193 | $195,194 | |
| 3 | SCHW |
Schwab Charles Corp
|
215 | $19,838 | |
| 4 | HIVE |
HIVE Digital Technologies Ltd.
|
4,508 | $16,409 | |
| 5 | HUT |
Hut 8 Corp.
|
83 | $9,581 | |
| 6 | SNEX |
StoneX Group Inc.
|
120 | $9,480 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
84 | $2,299 | |
| 8 | PJT |
PJT Partners Inc.
|
13 | $1,962 |
All Filings in MS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,260 | 2,197 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $361,560 | 2,197 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $390,033 | 2,197 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $349,235 | 2,197 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $292,002 | 2,073 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $228,789 | 1,961 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $245,279 | 1,951 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $209,626 | 2,011 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $184,272 | 1,896 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $170,523 | 1,811 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $196,477 | 2,107 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $172,078 | 2,107 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $152,780 | 1,789 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $157,074 | 1,789 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $150,825 | 1,774 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $139,373 | 1,764 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $139,417 | 1,833 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $164,574 | 1,883 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $184,835 | 1,883 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||