Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,031,115
+$4,801,754 QoQ
Shares Held
81,473
+9.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#454
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Venture Visionary Partners LLC holds $40,946,387 across 6 Capital Markets names. MS ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
81,473 | $17,031,115 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
165,717 | $16,618,100 | |
| 3 | GS |
Goldman Sachs Group Inc
|
5,137 | $5,195,407 | |
| 4 | SCHW |
Schwab Charles Corp
|
16,443 | $1,517,195 | |
| 5 | TW |
Tradeweb Markets Inc.
|
3,734 | $372,130 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
3,392 | $212,440 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,031,115 | 81,473 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $12,229,361 | 74,311 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,751,243 | 66,193 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,374,365 | 65,264 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $8,926,720 | 63,373 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,446,453 | 20,969 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,797,898 | 22,255 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $2,392,203 | 22,949 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,386,792 | 24,558 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,173,777 | 23,086 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,495,556 | 26,762 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,163,683 | 26,493 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,263,356 | 26,503 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,256,108 | 25,696 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,302,001 | 27,076 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,149,151 | 27,201 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,175,087 | 28,597 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,462,495 | 28,175 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,826,419 | 28,794 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,719,619 | 27,948 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,553,474 | 27,849 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,266,479 | 16,308 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $871,153 | 12,712 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||