Position in MS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,461,894
-$264,105 QoQ
Shares Held
21,036
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
11 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 Mar 31, 2026GM Advisory Group, LLC holds $28,688,375 across 9 Capital Markets names. MS ranks #6 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRCL |
Circle Internet Group, Inc.
|
49,809 | $4,752,276 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,566 | $4,708,780 | |
| 3 | WULF |
Terawulf Inc.
|
305,778 | $4,412,376 | |
| 4 | PURR |
Hyperliquid Strategies Inc
|
827,644 | $4,212,707 | |
| 5 | IREN |
IREN Ltd
|
109,515 | $3,754,174 | |
| 6 | MS |
Morgan Stanley
This page
|
21,036 | $3,461,894 | |
| 7 | SCHW |
Schwab Charles Corp
|
32,759 | $3,078,690 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
15,350 | $303,623 |
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,461,894 | 21,036 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,725,999 | 20,988 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,330,053 | 20,949 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,936,508 | 20,847 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $219,922 | 1,885 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $221,267 | 1,760 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $471,371 | 4,850 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $431,535 | 4,583 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $517,724 | 5,552 | Shares | Sole | 2024-02-12 | |
| 2020-09-30 | $994,076 | 20,560 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $993,048 | 20,560 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||