Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$16,268,956
+$2,286,339 QoQ
Shares Held
77,827
-1.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#462
of 2,723 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $70,241,807 across 10 Capital Markets names. MS ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
1,000,059 | $24,701,457 | |
| 2 | MS |
Morgan Stanley
This page
|
77,827 | $16,268,956 | |
| 3 | GS |
Goldman Sachs Group Inc
|
13,250 | $13,400,652 | |
| 4 | EVR |
Evercore Inc.
|
19,500 | $6,658,080 | |
| 5 | SNEX |
StoneX Group Inc.
|
37,720 | $4,469,879 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
21,649 | $2,170,961 | |
| 7 | SCHW |
Schwab Charles Corp
|
11,497 | $1,060,828 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
12,180 | $1,060,147 |
All Filings in MS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,268,956 | 77,827 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $13,982,617 | 78,762 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $9,862,991 | 62,047 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,262,143 | 58,655 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,377,713 | 28,951 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,136,816 | 32,905 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,594,403 | 34,482 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,427,405 | 35,265 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,785,817 | 29,586 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,773,628 | 29,744 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,277,743 | 40,134 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,380,422 | 51,293 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,469,287 | 28,124 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,393,483 | 28,152 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,281,492 | 28,876 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,951,699 | 25,660 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,171,715 | 24,848 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $6,273,503 | 63,911 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||