Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$28,847
+$6,138 QoQ
Shares Held
138
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,618
of 2,722 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aspect Partners, LLC holds $149,705 across 11 Capital Markets names. MS ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
64 | $64,726 | |
| 2 | MS |
Morgan Stanley
This page
|
138 | $28,847 | |
| 3 | BMNR |
Bitmine Immersion Technologies, Inc.
|
895 | $11,912 | |
| 4 | HUT |
Hut 8 Corp.
|
100 | $11,544 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
75 | $7,521 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
228 | $6,233 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
89 | $5,574 | |
| 8 | IREN |
IREN Ltd
|
121 | $5,533 |
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,847 | 138 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $22,709 | 138 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $27,871 | 157 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $38,149 | 240 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $40,989 | 291 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $20,883 | 179 | Shares | Other | 2025-04-24 | |
| 2024-12-31 | $22,252 | 177 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $18,450 | 177 | Shares | Other | 2024-10-15 | |
| 2024-06-30 | $17,202 | 177 | Shares | Other | 2024-07-15 | |
| 2024-03-31 | $16,666 | 177 | Shares | Other | 2024-05-17 | |
| 2023-12-31 | $16,505 | 177 | Shares | Other | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||