Position in MS
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$102,527
+$33,113 QoQ
Shares Held
623
+59.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Activest Wealth Management holds $1,404,747 across 27 Capital Markets names. MS ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
551 | $466,140 | |
| 2 | IREN |
IREN Ltd
|
7,495 | $256,928 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
1,663 | $111,537 | |
| 4 | MS |
Morgan Stanley
This page
|
623 | $102,527 | |
| 5 | WULF |
Terawulf Inc.
|
4,000 | $57,720 | |
| 6 | SCHW |
Schwab Charles Corp
|
588 | $55,260 | |
| 7 | HUT |
Hut 8 Corp.
|
1,080 | $50,662 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
2,109 | $41,716 |
All Filings in MS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $102,527 | 623 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $69,414 | 391 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $81,864 | 515 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $69,303 | 492 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $93,919 | 805 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $61,728 | 491 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $50,556 | 485 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $47,137 | 485 | Shares | Sole | 2024-07-30 | |
| 2022-06-30 | $76 | 1 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $87 | 1 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $98 | 1 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $8,252 | 90 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||