Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,131,533
+$261,452 QoQ
Shares Held
5,413
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,331
of 2,716 holders
Holding Since
Mar 2020
26 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, 2026AdvisorNet Financial, Inc holds $6,947,934 across 24 Capital Markets names. MS ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,807 | $2,838,915 | |
| 2 | MS |
Morgan Stanley
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|
5,413 | $1,131,533 | |
| 3 | HUT |
Hut 8 Corp.
|
6,799 | $784,910 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,306 | $532,085 | |
| 5 | TW |
Tradeweb Markets Inc.
|
5,203 | $518,530 | |
| 6 | SCHW |
Schwab Charles Corp
|
3,228 | $297,847 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
11,828 | $157,430 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
849 | $113,876 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,533 | 5,413 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $870,081 | 5,287 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $937,535 | 5,281 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $812,285 | 5,110 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $735,430 | 5,221 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $623,017 | 5,340 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $600,438 | 4,776 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $406,640 | 3,901 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $376,125 | 3,870 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $357,337 | 3,795 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $370,389 | 3,972 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $291,316 | 3,567 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $402,063 | 4,708 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $845,162 | 9,626 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $815,001 | 9,586 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,501,664 | 19,006 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,787,486 | 23,501 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,156,302 | 13,230 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,354,509 | 13,799 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,245,428 | 23,075 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,327,854 | 14,482 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $356,071 | 4,585 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $314,210 | 4,585 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $221,684 | 4,585 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $215,949 | 4,471 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $200,124 | 5,886 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||