Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$850,165
+$205,709 QoQ
Shares Held
4,067
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,495
of 2,722 holders
Holding Since
Mar 2020
26 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, 2026Rosenberg Matthew Hamilton holds $2,648,348 across 8 Capital Markets names. MS ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,108 | $1,120,597 | |
| 2 | MS |
Morgan Stanley
This page
|
4,067 | $850,165 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,804 | $535,535 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,224 | $106,536 | |
| 5 | NMR |
Nomura Holdings Inc
|
2,777 | $24,382 | |
| 6 | WULF |
Terawulf Inc.
|
284 | $7,014 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
10 | $2,816 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13 | $1,303 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,165 | 4,067 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $644,456 | 3,916 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $658,991 | 3,712 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $591,490 | 3,721 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $524,140 | 3,721 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $486,980 | 4,174 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $498,479 | 3,965 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $390,691 | 3,748 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $354,937 | 3,652 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $354,135 | 3,761 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $350,526 | 3,759 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $314,756 | 3,854 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $334,938 | 3,922 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $344,351 | 3,922 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $321,715 | 3,784 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $306,084 | 3,874 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $292,983 | 3,852 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $390,852 | 4,472 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $425,229 | 4,332 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $412,497 | 4,239 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $332,009 | 3,621 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $281,206 | 3,621 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $234,989 | 3,429 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $53,039 | 1,097 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $52,985 | 1,097 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $37,298 | 1,097 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||