Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,875,506
+$347,309 QoQ
Shares Held
8,972
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,101
of 2,722 holders
Holding Since
Dec 2020
23 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, 2026Dakota Wealth Management holds $23,462,402 across 7 Capital Markets names. MS ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
13,334 | $13,485,607 | |
| 2 | SCHW |
Schwab Charles Corp
|
28,405 | $2,620,929 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
28,506 | $2,481,162 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
38,608 | $2,299,878 | |
| 5 | MS |
Morgan Stanley
This page
|
8,972 | $1,875,506 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27,776 | $369,698 | |
| 7 | XP |
XP Inc.
|
20,272 | $329,622 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,875,506 | 8,972 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,528,197 | 9,286 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $8,340,004 | 46,978 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $8,081,208 | 50,838 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,535,374 | 10,900 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,231,451 | 10,555 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,329,489 | 10,575 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,175,722 | 11,279 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $1,170,556 | 12,044 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,246,395 | 13,237 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $1,254,492 | 13,453 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,045,620 | 12,803 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $940,936 | 11,018 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $1,263,704 | 14,393 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,313,728 | 15,452 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $959,180 | 12,140 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $814,830 | 10,713 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $1,780,075 | 20,367 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,440,301 | 14,673 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $1,379,466 | 14,176 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,230,938 | 13,425 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $856,201 | 11,025 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $728,131 | 10,625 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||