Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,614,928
+$2,278,456 QoQ
Shares Held
17,293
+112.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#852
of 2,723 holders
Holding Since
Jun 2021
20 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, 2026MISSION WEALTH MANAGEMENT, LP holds $20,138,635 across 12 Capital Markets names. MS ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,953 | $10,066,165 | |
| 2 | MS |
Morgan Stanley
This page
|
17,293 | $3,614,928 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,820 | $1,275,171 | |
| 4 | WULF |
Terawulf Inc.
|
51,522 | $1,272,593 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
8,858 | $771,000 | |
| 6 | IREN |
IREN Ltd
|
15,729 | $719,287 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
6,553 | $657,134 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
7,891 | $494,213 |
All Filings in MS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,614,928 | 17,293 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,336,472 | 8,121 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,418,642 | 7,991 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,251,968 | 7,876 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,191,253 | 8,457 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $944,210 | 8,093 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $880,920 | 7,007 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $837,151 | 8,031 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $826,212 | 8,501 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $695,370 | 7,385 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $654,708 | 7,021 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $584,185 | 7,153 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $585,844 | 6,860 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $523,112 | 5,958 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $542,767 | 6,384 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $360,048 | 4,557 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $248,944 | 3,273 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $201,631 | 2,307 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $224,982 | 2,292 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $204,743 | 2,233 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||