Tradition Wealth Management, LLC

Position in MS — Morgan Stanley

CIK 1843010 EDINA, MN

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,034,329

+$164,742 QoQ

Shares Held

4,948

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,375

of 2,723 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $3,529,274 across 6 Capital Markets names. MS ranks #1 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	4,948	$1,034,329
2	IREN	IREN Ltd	20,461	$935,681
3	GS	Goldman Sachs Group Inc	716	$724,140
4	BMNR	Bitmine Immersion Technologies, Inc.	22,896	$304,745
5	SCHW	Schwab Charles Corp	3,180	$293,418
6	LAZ	Lazard, Inc.	5,650	$236,961

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,034,329	4,948	-6.4%	Shares	Sole	2026-08-11
2026-03-31	$869,587	5,284	+6.2%	Shares	Sole	2026-05-15
2025-12-31	$883,389	4,976	+40.2%	Shares	Sole	2026-02-11
2025-09-30	$564,149	3,549	+26.1%	Shares	Sole	2025-11-13
2025-06-30	$396,520	2,815	+29.1%	Shares	Sole	2025-08-12
2025-03-31	$254,457	2,181	+14.7%	Shares	Sole	2025-05-14
2024-12-31	$239,119	1,902	+90.8%	Shares	Sole	2025-02-13
2023-12-31	$92,970	997	-12.8%	Shares	Sole	2024-02-12
2023-09-30	$93,348	1,143	-21.1%	Shares	Sole	2023-11-13
2023-06-30	$123,744	1,449	-63.0%	Shares	Sole	2023-08-14
2023-03-31	$344,263	3,921	+5.7%	Shares	Sole	2023-05-12
2022-12-31	$315,509	3,711	-0.6%	Shares	Sole	2023-02-03
2022-09-30	$295,102	3,735	-16.7%	Shares	Sole	2022-11-14
2022-06-30	$341,129	4,485	-15.4%	Shares	Sole	2022-08-02
2022-03-31	$463,307	5,301	+74.4%	Shares	Sole	2022-05-11
2021-12-31	$298,406	3,040	+4.8%	Shares	Sole	2022-02-14
2021-09-30	$282,393	2,902	+185.6%	Shares	Sole	2021-11-12
2021-06-30	$93,157	1,016	0.0%	Shares	Sole	2021-08-09
2021-03-31	$78,902	1,016	0.0%	Shares	Sole	2021-05-14
2020-12-31	$69,626	1,016	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.