Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,963,977
+$553,028 QoQ
Shares Held
14,179
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#936
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, 2026NVWM, LLC holds $6,698,429 across 9 Capital Markets names. MS ranks #1 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
14,179 | $2,963,977 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
19,344 | $1,939,816 | |
| 3 | GS |
Goldman Sachs Group Inc
|
803 | $812,129 | |
| 4 | IREN |
IREN Ltd
|
16,885 | $772,150 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,810 | $157,542 | |
| 6 | SCHW |
Schwab Charles Corp
|
515 | $47,519 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
300 | $3,993 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
12 | $751 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,963,977 | 14,179 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,410,949 | 14,650 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,603,299 | 14,664 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,450,368 | 15,415 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,198,401 | 15,607 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,731,499 | 14,841 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,834,379 | 14,591 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,566,830 | 15,031 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,439,966 | 14,816 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,313,343 | 13,948 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,316,223 | 14,115 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,579,905 | 19,345 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,580,411 | 18,506 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,565,913 | 17,835 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,521,772 | 17,899 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,412,303 | 17,875 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,303,744 | 17,141 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,698,125 | 30,871 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,603,541 | 16,336 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,489,134 | 15,303 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,658,029 | 18,083 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,380,794 | 17,780 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $10,690 | 156 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $7,542 | 156 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $7,534 | 156 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $8,704 | 256 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||