Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,084,716
+$4,540,682 QoQ
Shares Held
48,243
+43.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#562
of 2,731 holders
Holding Since
Jun 2020
25 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, 2026Integrated Wealth Concepts LLC holds $55,986,957 across 53 Capital Markets names. MS ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,432 | $17,630,201 | |
| 2 | MS |
Morgan Stanley
This page
|
48,243 | $10,084,716 | |
| 3 | SCHW |
Schwab Charles Corp
|
70,991 | $6,550,339 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
41,223 | $4,133,842 | |
| 5 | WULF |
Terawulf Inc.
|
93,432 | $2,307,770 | |
| 6 | HUT |
Hut 8 Corp.
|
17,433 | $2,012,552 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
21,967 | $1,912,007 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,061 | $1,401,319 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,084,716 | 48,243 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,544,034 | 33,688 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,805,533 | 21,436 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,412,411 | 27,758 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,858,014 | 27,389 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,586,785 | 30,743 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $4,553,704 | 36,221 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,661,430 | 35,125 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,526,733 | 36,287 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,201,157 | 33,997 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,966,469 | 31,812 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,586,080 | 31,665 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,759,017 | 32,307 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,949,950 | 22,209 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,849,014 | 21,748 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,907,459 | 24,142 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,766,341 | 23,223 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,171,365 | 24,844 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,828,131 | 18,624 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,542,071 | 15,847 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,137,506 | 12,406 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $537,096 | 6,916 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $357,589 | 5,218 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $227,583 | 4,707 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $237,829 | 4,924 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||