Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$505,667
+$125,675 QoQ
Shares Held
2,419
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,786
of 2,723 holders
Holding Since
Dec 2024
6 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, 2026McAdam, LLC holds $2,986,762 across 6 Capital Markets names. MS ranks #4 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMNR |
Bitmine Immersion Technologies, Inc.
|
58,705 | $781,363 | |
| 2 | GS |
Goldman Sachs Group Inc
|
606 | $612,890 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
5,808 | $582,426 | |
| 4 | MS |
Morgan Stanley
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|
2,419 | $505,667 | |
| 5 | SCHW |
Schwab Charles Corp
|
2,883 | $266,014 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,739 | $238,402 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,667 | 2,419 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $379,992 | 2,309 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $376,718 | 2,122 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $306,156 | 1,926 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $240,448 | 1,707 | Shares | Sole | 2025-07-15 | |
| 2024-12-31 | $212,592 | 1,691 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||