Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,225,581
+$1,110,838 QoQ
Shares Held
24,998
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#730
of 2,723 holders
Holding Since
Jun 2020
14 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, 2026Truvestments Capital LLC holds $6,632,070 across 12 Capital Markets names. MS ranks #1 (78.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
24,998 | $5,225,581 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
38,658 | $514,537 | |
| 3 | GLXY |
Galaxy Digital Inc.
|
14,240 | $389,321 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,550 | $143,018 | |
| 5 | HUT |
Hut 8 Corp.
|
1,139 | $131,491 | |
| 6 | GS |
Goldman Sachs Group Inc
|
99 | $100,125 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
535 | $53,649 | |
| 8 | SNEX |
StoneX Group Inc.
|
562 | $44,437 |
All Filings in MS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,225,581 | 24,998 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,114,743 | 25,003 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,620,218 | 26,025 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,213,711 | 26,508 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,762,899 | 33,813 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,903,078 | 33,454 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $777,452 | 6,184 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $463,451 | 4,446 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $341,817 | 3,517 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $326,829 | 3,471 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $51,940 | 557 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $46,143 | 565 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $47,909 | 561 | Shares | Sole | 2023-08-10 | |
| 2020-06-30 | $7,389 | 153 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||