Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$789,544
+$471,266 QoQ
Shares Held
3,777
+95.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,541
of 2,716 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Private Wealth Asset Management, LLC holds $2,487,804 across 8 Capital Markets names. MS ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,272 | $1,286,462 | |
| 2 | MS |
Morgan Stanley
This page
|
3,777 | $789,544 | |
| 3 | BMNR |
Bitmine Immersion Technologies, Inc.
|
9,650 | $128,441 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
2,040 | $101,959 | |
| 5 | SCHW |
Schwab Charles Corp
|
685 | $63,204 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
572 | $49,786 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
135 | $38,026 | |
| 8 | PIPR |
Piper Sandler Companies
|
420 | $30,382 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,544 | 3,777 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $318,278 | 1,934 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $340,325 | 1,917 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $278,021 | 1,749 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $211,149 | 1,499 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $178,271 | 1,528 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||