Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,901,427
+$509,824 QoQ
Shares Held
9,096
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#261
of 865 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $19,153,153 across 20 Capital Markets names. MS ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,339 | $12,479,294 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
28,641 | $2,492,912 | |
| 3 | MS |
Morgan Stanley
This page
|
9,096 | $1,901,427 | |
| 4 | SCHW |
Schwab Charles Corp
|
12,539 | $1,156,973 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,729 | $574,504 | |
| 6 | IREN |
IREN Ltd
|
8,083 | $369,635 | |
| 7 | TW |
Tradeweb Markets Inc.
|
301 | $29,997 | |
| 8 | FUTU |
Futu Holdings Ltd
|
300 | $28,122 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,901,427 | 9,096 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,391,603 | 8,456 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,559,778 | 8,786 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,333,038 | 8,386 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,233,088 | 8,754 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,477,975 | 12,668 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,465,643 | 11,658 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,193,235 | 11,447 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,105,925 | 11,379 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,504,394 | 15,977 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,363,594 | 14,623 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,299,941 | 15,917 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,019,590 | 11,939 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,262,300 | 14,377 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $792,301 | 9,319 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $687,387 | 8,700 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,149,799 | 15,117 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,970,170 | 22,542 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,221,360 | 22,630 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,119,995 | 21,786 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,826,373 | 19,919 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,313,929 | 16,919 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||