Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,505,257
+$5,785,317 QoQ
Shares Held
45,471
+101.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#570
of 2,723 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, 2026Wealthspire Advisors, LLC holds $56,879,638 across 12 Capital Markets names. MS ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,413 | $12,554,135 | |
| 2 | MS |
Morgan Stanley
This page
|
45,471 | $9,505,257 | |
| 3 | WULF |
Terawulf Inc.
|
319,922 | $7,902,073 | |
| 4 | IREN |
IREN Ltd
|
166,475 | $7,612,901 | |
| 5 | SCHW |
Schwab Charles Corp
|
80,222 | $7,402,083 | |
| 6 | PURR |
Hyperliquid Strategies Inc
|
826,644 | $6,505,688 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
32,293 | $2,022,510 | |
| 8 | PIPR |
Piper Sandler Companies
|
26,840 | $1,941,605 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,505,257 | 45,471 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,719,940 | 22,604 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,557,017 | 25,669 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,519,851 | 22,143 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,457,690 | 24,547 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,974,268 | 25,493 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,810,321 | 30,308 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,490,163 | 33,482 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,212,518 | 33,054 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,323,471 | 35,296 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,460,414 | 37,109 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,074,548 | 37,646 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,098,158 | 12,859 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,117,255 | 12,725 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,188,239 | 13,976 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $780,223 | 9,875 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $832,172 | 10,941 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $657,510 | 7,523 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,377,773 | 14,036 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,757,418 | 18,060 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $314,863 | 3,434 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,628,946 | 33,852 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,285,417 | 18,757 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $508,110 | 10,509 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $437,984 | 9,068 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $738,174 | 21,711 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||