Belpointe Asset Management LLC

Position in MS — Morgan Stanley

CIK 1721242 RENO, NV

Position in MS

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$2,851,175

-$247,611 QoQ

Shares Held

17,325

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 13% Shared 87% None 0%

Financial Services · as of Mar 31, 2026

Belpointe Asset Management LLC holds $13,550,028 across 11 Capital Markets names. MS ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	4,669	$3,949,927
2	MS	Morgan Stanley This page	17,325	$2,851,175
3	HOOD	Robinhood Markets, Inc.	30,227	$2,094,731
4	SCHW	Schwab Charles Corp	12,974	$1,219,296
5	CRCL	Circle Internet Group, Inc.	11,205	$1,069,069
6	TW	Tradeweb Markets Inc.	7,071	$831,973
7	SNEX	StoneX Group Inc.	5,148	$622,779
8	IREN	IREN Ltd	13,709	$469,944

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,851,175	17,325	-0.7%	Shares	Other	2026-04-28
2025-12-31	$3,098,786	17,455	-8.2%	Shares	Other	2026-01-27
2025-09-30	$3,023,896	19,023	+432.9%	Shares	Other	2025-11-03
2025-06-30	$502,870	3,570	+3.2%	Shares	Sole	2025-07-22
2025-03-31	$403,444	3,458	-53.7%	Shares	Other	2025-05-20
2024-12-31	$939,128	7,470	+11.7%	Shares	Sole	2025-02-13
2024-09-30	$697,052	6,687	-11.9%	Shares	Sole	2024-11-13
2024-06-30	$737,380	7,587	-53.4%	Shares	Sole	2024-08-02
2024-03-31	$1,533,960	16,291	-12.2%	Shares	Sole	2024-05-08
2023-12-31	$1,730,533	18,558	+12.4%	Shares	Sole	2024-02-13
2023-09-30	$1,348,126	16,507	+57.6%	Shares	Sole	2023-11-15
2023-06-30	$894,650	10,476	-51.2%	Shares	Sole	2023-08-15
2023-03-31	$1,884,363	21,462	+57.0%	Shares	Sole	2023-05-15
2022-12-31	$1,162,053	13,668	-31.9%	Shares	Sole	2023-02-08
2022-09-30	$1,584,940	20,060	-40.0%	Shares	Sole	2022-11-14
2022-06-30	$2,542,001	33,421	-4.1%	Shares	Sole	2022-08-02
2022-03-31	$3,046,327	34,855	+85.6%	Shares	Sole	2022-04-28
2021-12-31	$1,843,150	18,777	+224.7%	Shares	Sole	2022-02-15
2021-09-30	$562,646	5,782	+14.4%	Shares	Sole	2021-11-15
2021-06-30	$463,584	5,056	-3.2%	Shares	Sole	2021-08-09
2021-03-31	$405,618	5,223	-52.9%	Shares	Sole	2021-05-14
2020-12-31	$759,655	11,085	-4.6%	Shares	Sole	2021-02-16
2020-09-30	$561,778	11,619	+0.6%	Shares	Sole	2020-11-13
2020-06-30	$557,961	11,552	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.