Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,986,600
+$2,360,322 QoQ
Shares Held
19,071
+93.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#820
of 2,738 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $10,929,274 across 12 Capital Markets names. MS ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
19,071 | $3,986,600 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,273 | $2,298,841 | |
| 3 | HUT |
Hut 8 Corp.
|
15,752 | $1,818,489 | |
| 4 | SCHW |
Schwab Charles Corp
|
8,810 | $812,897 | |
| 5 | IREN |
IREN Ltd
|
8,929 | $408,323 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
28,279 | $376,393 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,362 | $337,139 | |
| 8 | WULF |
Terawulf Inc.
|
12,543 | $309,811 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,986,600 | 19,071 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,626,278 | 9,882 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $545,014 | 3,070 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $400,576 | 2,520 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $352,289 | 2,501 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $232,638 | 1,994 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $230,192 | 1,831 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||