Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$536,187
+$164,588 QoQ
Shares Held
2,565
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,749
of 2,723 holders
Holding Since
Sep 2020
17 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, 2026Crewe Advisors LLC holds $3,009,918 across 16 Capital Markets names. MS ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
10,232 | $890,593 | |
| 2 | MS |
Morgan Stanley
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|
2,565 | $536,187 | |
| 3 | GS |
Goldman Sachs Group Inc
|
464 | $469,275 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
7,546 | $377,149 | |
| 5 | IREN |
IREN Ltd
|
6,350 | $290,385 | |
| 6 | SCHW |
Schwab Charles Corp
|
1,371 | $126,502 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
2,000 | $125,260 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
2,384 | $65,273 |
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,187 | 2,565 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $371,599 | 2,258 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $397,134 | 2,237 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $350,665 | 2,206 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $261,441 | 2,690 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $256,680 | 2,726 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $254,235 | 2,977 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $248,298 | 2,828 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $270,788 | 3,185 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $263,340 | 3,333 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $243,163 | 3,197 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $218,325 | 2,498 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $101,399 | 1,033 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $3,209 | 35 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $18,250 | 235 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $16,104 | 235 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $16,342 | 338 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||