CWA Asset Management Group, LLC

Position in MS — Morgan Stanley

CIK 1667134 NAPLES, FL

Position in MS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,208,507

+$874,009 QoQ

Shares Held

10,565

+30.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,037

of 2,723 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CWA Asset Management Group, LLC holds $36,920,687 across 8 Capital Markets names. MS ranks #5 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	16,397	$16,583,433
2	IBKR	Interactive Brokers Group, Inc.	122,486	$10,661,181
3	SCHW	Schwab Charles Corp	32,141	$2,965,650
4	FIGR	Figure Technology Solutions, Inc.	89,436	$2,746,579
5	MS	Morgan Stanley This page	10,565	$2,208,507
6	HOOD	Robinhood Markets, Inc.	13,783	$1,382,159
7	IREN	IREN Ltd	4,499	$205,739
8	BMNR	Bitmine Immersion Technologies, Inc.	12,580	$167,439

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,208,507	10,565	+30.3%	Shares	Sole	2026-07-14
2026-03-31	$1,334,498	8,109	+0.1%	Shares	Sole	2026-04-20
2025-12-31	$1,438,703	8,104	+15.9%	Shares	Sole	2026-01-07
2025-09-30	$1,111,607	6,993	+1.8%	Shares	Sole	2025-10-22
2025-06-30	$967,285	6,867	+22.2%	Shares	Sole	2025-07-17
2025-03-31	$655,802	5,621	+7.2%	Shares	Sole	2025-04-21
2024-12-31	$659,275	5,244	+7.1%	Shares	Sole	2025-01-06
2024-09-30	$510,567	4,898	+45.8%	Shares	Sole	2024-11-01
2024-03-31	$316,377	3,360	+53.1%	Shares	Sole	2024-05-13
2023-12-31	$204,590	2,194	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.