Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$42,226
+$8,983 QoQ
Shares Held
202
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,583
of 2,723 holders
Holding Since
Mar 2022
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, 2026Beaird Harris Wealth Management, LLC holds $3,517,250 across 7 Capital Markets names. MS ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
31,102 | $3,118,908 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
18,394 | $244,824 | |
| 3 | SCHW |
Schwab Charles Corp
|
802 | $74,000 | |
| 4 | MS |
Morgan Stanley
This page
|
202 | $42,226 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
1,250 | $34,225 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
45 | $2,818 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
5 | $249 |
All Filings in MS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,226 | 202 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $33,243 | 202 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $35,861 | 202 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $56,907 | 358 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $48,737 | 346 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,501 | 330 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $41,487 | 330 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,772 | 17 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $1,652 | 17 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,721 | 82 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,585 | 17 | Shares | Sole | 2024-02-27 | |
| 2022-12-31 | $15,133 | 178 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $9,089 | 104 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||