Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,169,488
+$4,440,944 QoQ
Shares Held
144,324
-7.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#366
of 2,731 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Harvest Portfolios Group Inc. holds $195,119,948 across 15 Capital Markets names. MS ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
894,352 | $89,685,618 | |
| 2 | CRCL |
Circle Internet Group, Inc.
|
728,280 | $45,612,176 | |
| 3 | MS |
Morgan Stanley
This page
|
144,324 | $30,169,488 | |
| 4 | GS |
Goldman Sachs Group Inc
|
5,962 | $6,029,787 | |
| 5 | IREN |
IREN Ltd
|
129,720 | $5,932,095 | |
| 6 | WULF |
Terawulf Inc.
|
196,451 | $4,852,339 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
137,446 | $3,763,271 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
130,217 | $3,560,132 |
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,169,488 | 144,324 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $25,728,544 | 156,338 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $29,545,430 | 166,425 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $29,233,061 | 183,902 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,737,412 | 204,014 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $22,161,933 | 189,954 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,103,415 | 191,723 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $25,041,262 | 240,227 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $24,207,210 | 249,071 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,817,824 | 274,191 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $26,350,118 | 282,575 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,753,898 | 254,119 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,248,374 | 248,810 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,651,613 | 235,212 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $19,953,258 | 234,689 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||