Position in MS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$4,444,377
-$169,982 QoQ
Shares Held
27,006
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Stratos Wealth Partners, LTD. holds $61,783,395 across 12 Capital Markets names. MS ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAKA |
Nakamoto Inc.
|
4,473,285 | $39,543,839 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,722 | $8,224,714 | |
| 3 | SCHW |
Schwab Charles Corp
|
59,354 | $5,578,088 | |
| 4 | MS |
Morgan Stanley
This page
|
27,006 | $4,444,377 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
19,668 | $1,362,992 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
2,085 | $627,230 | |
| 7 | HUT |
Hut 8 Corp.
|
11,949 | $560,527 | |
| 8 | SF |
Stifel Financial Corp
|
6,541 | $483,510 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,444,377 | 27,006 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,614,359 | 25,992 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,035,835 | 25,389 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,230,060 | 22,931 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,697,993 | 23,125 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,227,861 | 25,675 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,907,253 | 27,890 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,485,537 | 25,574 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,455,881 | 26,082 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,842,446 | 30,482 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,403,548 | 29,430 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,810,821 | 21,204 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,625,880 | 18,518 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,696,999 | 19,960 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,664,187 | 21,063 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,583,645 | 20,821 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,757,876 | 20,113 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,720,155 | 17,524 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,542,266 | 15,849 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,431,097 | 15,608 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,163,036 | 14,976 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $909,872 | 13,277 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $582,520 | 12,048 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $537,337 | 11,125 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $433,092 | 12,738 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||