Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,721,263
+$1,429,515 QoQ
Shares Held
32,153
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#662
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Sigma Planning Corp holds $22,910,932 across 12 Capital Markets names. MS ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,745 | $8,844,430 | |
| 2 | MS |
Morgan Stanley
This page
|
32,153 | $6,721,263 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
31,596 | $1,978,857 | |
| 4 | IREN |
IREN Ltd
|
35,498 | $1,623,323 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
9,519 | $954,565 | |
| 6 | SCHW |
Schwab Charles Corp
|
8,448 | $779,496 | |
| 7 | WULF |
Terawulf Inc.
|
24,650 | $608,855 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
17,804 | $487,473 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,721,263 | 32,153 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,291,748 | 32,155 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,706,169 | 32,142 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,057,153 | 31,814 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,604,713 | 32,690 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,780,574 | 32,404 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,747,964 | 29,812 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,467,543 | 33,265 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,404,565 | 35,030 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,736,174 | 39,679 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,755,151 | 18,822 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,439,450 | 42,114 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,501,741 | 41,004 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,047,755 | 46,102 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,865,774 | 45,469 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,692,216 | 46,731 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,482,787 | 45,790 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,048,280 | 46,319 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,847,086 | 39,192 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,132,992 | 32,196 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,694,706 | 18,483 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $873,907 | 11,253 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $588,261 | 8,584 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $406,333 | 8,404 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $516,375 | 10,691 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $318,886 | 9,379 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||