Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,990,269
+$490,872 QoQ
Shares Held
9,521
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,075
of 2,722 holders
Holding Since
Sep 2020
24 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, 2026IHT Wealth Management, LLC holds $11,887,685 across 10 Capital Markets names. MS ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,463 | $6,536,484 | |
| 2 | MS |
Morgan Stanley
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|
9,521 | $1,990,269 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,056 | $743,326 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
7,004 | $702,360 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
2,207 | $621,667 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,865 | $423,449 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
5,898 | $351,343 | |
| 8 | CLSK |
Cleanspark, Inc.
|
17,950 | $261,172 |
All Filings in MS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,990,269 | 9,521 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,499,397 | 9,111 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,575,578 | 8,875 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,183,457 | 7,445 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $968,130 | 6,873 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $786,939 | 6,745 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $837,546 | 6,662 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $914,914 | 8,777 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $784,226 | 8,069 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $763,731 | 8,111 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $819,294 | 8,786 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $708,568 | 8,676 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $718,982 | 8,419 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $733,130 | 8,350 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $714,338 | 8,402 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $657,758 | 8,325 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $385,472 | 5,068 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $415,324 | 4,752 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $436,517 | 4,447 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $427,093 | 4,389 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,483,360 | 16,178 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $316,309 | 4,073 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $340,936 | 4,975 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $206,841 | 4,278 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||