Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$51,005
-$51,522 QoQ
Shares Held
244
-60.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,578
of 2,731 holders
Holding Since
Jun 2021
13 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, 2026Activest Wealth Management holds $1,391,900 across 27 Capital Markets names. MS ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
10,966 | $501,475 | |
| 2 | GS |
Goldman Sachs Group Inc
|
301 | $304,422 | |
| 3 | SLNH |
Soluna Holdings, Inc
|
83,000 | $112,050 | |
| 4 | HUT |
Hut 8 Corp.
|
899 | $103,785 | |
| 5 | WULF |
Terawulf Inc.
|
3,328 | $82,201 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
3,000 | $82,140 | |
| 7 | CLSK |
Cleanspark, Inc.
|
4,000 | $58,200 | |
| 8 | MS |
Morgan Stanley
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|
244 | $51,005 |
All Filings in MS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,005 | 244 | Shares | Sole | 2026-07-16 | |
| 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. | ||||||