Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$354,531
-$29,834 QoQ
Shares Held
1,696
-29.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,032
of 2,723 holders
Holding Since
Sep 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Almanack Investment Partners, LLC. holds $2,319,469 across 8 Capital Markets names. MS ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLXY |
Galaxy Digital Inc.
|
15,875 | $434,022 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
29,050 | $386,655 | |
| 3 | MS |
Morgan Stanley
This page
|
1,696 | $354,531 | |
| 4 | GS |
Goldman Sachs Group Inc
|
301 | $304,422 | |
| 5 | CLSK |
Cleanspark, Inc.
|
20,170 | $293,473 | |
| 6 | PURR |
Hyperliquid Strategies Inc
|
32,990 | $259,631 | |
| 7 | SCHW |
Schwab Charles Corp
|
2,586 | $238,610 | |
| 8 | BRR |
ProCap Financial, Inc.
|
31,250 | $48,125 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,531 | 1,696 | Shares | Sole | 2026-07-30 | |
| 2025-09-30 | $384,365 | 2,418 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $362,010 | 2,570 | Shares | Sole | 2025-07-25 | |
| 2022-09-30 | $51,988 | 658 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $223,481 | 2,557 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $232,246 | 2,366 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $203,377 | 2,090 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||