Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$220,537
+$64,031 QoQ
Shares Held
1,055
+10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,325
of 2,716 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $7,241,110 across 25 Capital Markets names. MS ranks #2 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,591 | $6,665,939 | |
| 2 | MS |
Morgan Stanley
This page
|
1,055 | $220,537 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
1,929 | $193,440 | |
| 4 | IREN |
IREN Ltd
|
1,008 | $46,095 | |
| 5 | SCHW |
Schwab Charles Corp
|
359 | $33,124 | |
| 6 | PIPR |
Piper Sandler Companies
|
320 | $23,148 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
727 | $19,876 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
68 | $9,120 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,537 | 1,055 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $156,506 | 951 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $162,795 | 917 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $155,939 | 981 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $134,521 | 955 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $135,570 | 1,162 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $139,297 | 1,108 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $101,112 | 970 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $94,274 | 970 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $91,335 | 970 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $147,055 | 1,577 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $124,138 | 1,520 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $138,775 | 1,625 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $146,187 | 1,665 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $132,716 | 1,561 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $109,823 | 1,390 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $70,355 | 925 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $71,318 | 816 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $95,902 | 977 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $95,071 | 977 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $99,391 | 1,084 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,368,763 | 56,255 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $2,919,172 | 42,597 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,873,514 | 38,749 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,869,403 | 38,704 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,179,086 | 34,679 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||