Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,542
+$1,609 QoQ
Shares Held
237
-12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,573
of 2,723 holders
Holding Since
Jun 2025
4 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, 2026FWL INVESTMENT MANAGEMENT, LLC holds $16,549,475 across 8 Capital Markets names. MS ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
179,936 | $8,228,473 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,609 | $3,650,034 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
47,687 | $2,986,636 | |
| 4 | SCHW |
Schwab Charles Corp
|
17,504 | $1,615,094 | |
| 5 | MS |
Morgan Stanley
This page
|
237 | $49,542 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
138 | $18,509 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
30 | $921 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
20 | $266 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,542 | 237 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $47,933 | 270 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,968 | 69 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $9,719 | 69 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||