Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$269,452
+$54,109 QoQ
Shares Held
1,289
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,200
of 2,723 holders
Holding Since
Dec 2025
2 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, 2026WATERSHED PRIVATE WEALTH LLC holds $618,134 across 2 Capital Markets names. MS ranks #2 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMNR |
Bitmine Immersion Technologies, Inc.
|
26,197 | $348,682 | |
| 2 | MS |
Morgan Stanley
This page
|
1,289 | $269,452 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,452 | 1,289 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $215,343 | 1,213 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||