Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,335,935
+$2,169,899 QoQ
Shares Held
44,661
+2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#576
of 2,716 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $49,160,750 across 16 Capital Markets names. MS ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
149,554 | $13,799,347 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,160 | $10,275,519 | |
| 3 | MS |
Morgan Stanley
This page
|
44,661 | $9,335,935 | |
| 4 | HUT |
Hut 8 Corp.
|
45,212 | $5,219,499 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
124,858 | $3,418,612 | |
| 6 | CLSK |
Cleanspark, Inc.
|
184,857 | $2,689,669 | |
| 7 | WULF |
Terawulf Inc.
|
49,489 | $1,222,378 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
9,126 | $915,155 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,335,935 | 44,661 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,166,036 | 43,544 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $7,564,553 | 42,610 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,288,599 | 33,270 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,423,144 | 31,401 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,585,035 | 30,728 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,891,490 | 46,862 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,864,202 | 27,477 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,722,789 | 17,726 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,594,882 | 16,938 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,747,598 | 18,741 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,621,231 | 19,851 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,727,471 | 20,228 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,863,028 | 21,219 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,809,565 | 21,284 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $935,557 | 11,841 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $691,917 | 9,097 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $629,717 | 7,205 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,307,982 | 13,325 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,277,388 | 13,127 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,195,637 | 13,040 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,008,958 | 12,992 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $832,639 | 12,150 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $231,886 | 4,796 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $216,287 | 4,478 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||