Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,180,914
+$880,647 QoQ
Shares Held
10,433
+32.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,044
of 2,723 holders
Holding Since
Mar 2021
22 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, 2026Hennion & Walsh Asset Management, Inc. holds $28,077,540 across 18 Capital Markets names. MS ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,831 | $5,897,298 | |
| 2 | SCHW |
Schwab Charles Corp
|
57,465 | $5,302,295 | |
| 3 | RIOT |
Riot Platforms, Inc.
|
84,315 | $2,308,544 | |
| 4 | MS |
Morgan Stanley
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|
10,433 | $2,180,914 | |
| 5 | WULF |
Terawulf Inc.
|
77,400 | $1,911,780 | |
| 6 | CLSK |
Cleanspark, Inc.
|
111,361 | $1,620,302 | |
| 7 | TW |
Tradeweb Markets Inc.
|
15,650 | $1,559,679 | |
| 8 | HIVE |
HIVE Digital Technologies Ltd.
|
398,871 | $1,451,890 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,180,914 | 10,433 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,300,267 | 7,901 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $940,909 | 5,300 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $855,363 | 5,381 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $726,837 | 5,160 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,191,317 | 10,211 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,703,506 | 13,550 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,356,032 | 22,602 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,783,327 | 28,638 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,120,556 | 33,141 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,713,215 | 39,820 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,688,135 | 45,159 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,114,623 | 36,471 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,691,948 | 30,660 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,155,512 | 25,353 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,444,381 | 18,281 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $708,422 | 9,314 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $565,215 | 6,467 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $440,640 | 4,489 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $374,351 | 3,847 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $511,630 | 5,580 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $561,248 | 7,227 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||