Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,476,591
+$1,173,342 QoQ
Shares Held
21,415
+6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#784
of 2,722 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2024CallValue
$65,912
CallShares
700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $21,044,955 across 9 Capital Markets names. MS ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,428 | $12,569,306 | |
| 2 | MS |
Morgan Stanley
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|
21,415 | $4,476,591 | |
| 3 | IREN |
IREN Ltd
|
24,495 | $1,120,156 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,836 | $1,086,634 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
10,377 | $649,911 | |
| 6 | SCHW |
Schwab Charles Corp
|
5,737 | $529,352 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
28,593 | $380,572 | |
| 8 | CLSK |
Cleanspark, Inc.
|
13,936 | $202,768 |
All Filings in MS
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,476,591 | 21,415 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,303,249 | 20,072 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,699,725 | 20,840 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,444,114 | 53,121 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,474,593 | 24,667 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $7,130,520 | 61,117 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,683,493 | 21,345 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,976,913 | 57,338 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,088,224 | 21,486 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $8,939,362 | 94,938 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $65,912 | 700 | Call | Sole | 2024-04-18 | |
| 2023-12-31 | $65,275 | 700 | Call | Sole | 2024-01-24 | |
| 2023-12-31 | $8,296,732 | 88,973 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,342,001 | 16,432 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,375,571 | 27,817 | Shares | Sole | 2023-08-03 | |
| 2022-09-30 | $317,699 | 4,021 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $601,406 | 7,907 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $789,047 | 9,028 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $685,058 | 6,979 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $915,297 | 9,406 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,256,978 | 13,709 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,559,257 | 20,078 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,452,356 | 21,193 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $48,350 | 1,000 | Put | Sole | 2020-10-26 | |
| 2020-09-30 | $1,097,158 | 22,692 | Shares | Sole | 2020-10-26 | |
| 2020-09-30 | $48,350 | 1,000 | Call | Sole | 2020-10-26 | |
| 2020-06-30 | $48,300 | 1,000 | Put | Sole | 2020-07-21 | |
| 2020-06-30 | $48,300 | 1,000 | Call | Sole | 2020-07-21 | |
| 2020-06-30 | $1,849,358 | 38,289 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $34,000 | 1,000 | Call | Sole | 2020-04-16 | |
| 2020-03-31 | $611,558 | 17,987 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||