Objective Capital Management, LLC

Position in MS — Morgan Stanley

CIK 1924152 Pepper Pike, OH

Position in MS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$384,633

+$81,825 QoQ

Shares Held

1,840

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#1,981

of 2,723 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Objective Capital Management, LLC holds $656,333 across 2 Capital Markets names. MS ranks #1 (58.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	1,840	$384,633
2	WULF	Terawulf Inc.	11,000	$271,700

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,633	1,840	0.0%	Shares	Sole	2026-07-20
2026-03-31	$302,808	1,840	+15.0%	Shares	Sole	2026-05-04
2025-12-31	$284,048	1,600	0.0%	Shares	Sole	2026-02-04
2025-09-30	$254,336	1,600	0.0%	Shares	Sole	2025-10-30
2025-06-30	$225,376	1,600	-43.5%	Shares	Sole	2025-08-14
2024-12-31	$356,039	2,832	-7.7%	Shares	Sole	2025-03-18
2024-09-30	$319,912	3,069	+1.9%	Shares	Sole	2024-11-01
2024-03-31	$283,704	3,013	+1.2%	Shares	Sole	2024-06-05
2023-12-31	$277,698	2,978	-3.4%	Shares	Sole	2024-03-07
2023-09-30	$251,706	3,082	-1.7%	Shares	Sole	2023-11-15
2023-06-30	$267,643	3,134	+0.0%	Shares	Sole	2023-08-15
2023-03-31	$275,077	3,133	0.0%	Shares	Sole	2023-05-12
2022-12-31	$266,367	3,133	+2.6%	Shares	Sole	2023-02-27
2022-09-30	$241,375	3,055	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$231,374	3,042	0.0%	Shares	Sole	2022-07-11
2022-03-31	$265,870	3,042	0.0%	Shares	Sole	2022-04-20
2021-12-31	$298,602	3,042	—	Shares	Sole	2022-04-20
No filing history on record for this holder in this stock.