Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,467,299
+$1,530,896 QoQ
Shares Held
11,803
+107.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,005
of 2,723 holders
Holding Since
Mar 2020
23 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, 2026Strategic Wealth Partners, Ltd. holds $19,373,091 across 14 Capital Markets names. MS ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,546 | $14,711,388 | |
| 2 | MS |
Morgan Stanley
This page
|
11,803 | $2,467,299 | |
| 3 | SCHW |
Schwab Charles Corp
|
20,229 | $1,866,529 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,172 | $102,010 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
1,559 | $77,918 | |
| 6 | LAZ |
Lazard, Inc.
|
1,733 | $72,682 | |
| 7 | MARA |
MARA Holdings, Inc.
|
1,539 | $21,376 | |
| 8 | WULF |
Terawulf Inc.
|
857 | $21,167 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,467,299 | 11,803 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $936,403 | 5,690 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $929,192 | 5,234 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $796,707 | 5,012 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $726,696 | 5,159 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $651,732 | 5,184 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $615,432 | 5,904 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $545,721 | 5,615 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $576,165 | 6,119 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $474,735 | 5,091 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $449,675 | 5,506 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $449,374 | 5,262 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $447,077 | 5,092 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $529,844 | 6,232 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $412,274 | 5,218 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $342,878 | 4,508 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $438,573 | 5,018 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $458,210 | 4,668 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $423,201 | 4,349 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $243,895 | 2,660 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $206,575 | 2,660 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $202,848 | 2,960 | Shares | Sole | 2021-02-18 | |
| 2020-03-31 | $164,594 | 4,841 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||