Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,725,605
+$1,281,228 QoQ
Shares Held
27,390
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#705
of 2,731 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, 2026Stratos Wealth Partners, LTD. holds $32,181,441 across 14 Capital Markets names. MS ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,384 | $12,524,806 | |
| 2 | MS |
Morgan Stanley
This page
|
27,390 | $5,725,605 | |
| 3 | SCHW |
Schwab Charles Corp
|
50,809 | $4,688,146 | |
| 4 | MARA |
MARA Holdings, Inc.
|
216,603 | $3,008,615 | |
| 5 | HUT |
Hut 8 Corp.
|
13,294 | $1,534,725 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
14,764 | $1,480,533 | |
| 7 | WULF |
Terawulf Inc.
|
29,763 | $735,146 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
2,089 | $588,429 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,725,605 | 27,390 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||