Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$724,105
+$157,989 QoQ
Shares Held
3,464
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,583
of 2,722 holders
Holding Since
Mar 2022
18 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, 2026HAZLETT, BURT & WATSON, INC. holds $3,601,833 across 7 Capital Markets names. MS ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,820 | $1,840,652 | |
| 2 | MS |
Morgan Stanley
This page
|
3,464 | $724,105 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,986 | $644,563 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
4,039 | $351,550 | |
| 5 | IREN |
IREN Ltd
|
600 | $27,438 | |
| 6 | WULF |
Terawulf Inc.
|
300 | $7,410 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
61 | $6,115 |
All Filings in MS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,105 | 3,464 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $566,116 | 3,492 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $572,884 | 3,241 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $508,665 | 3,200 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $425,957 | 3,041 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $186,314 | 1,597 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $175,502 | 1,396 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $145,412 | 1,395 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $135,187 | 1,391 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $125,702 | 1,335 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $143,323 | 1,552 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $125,197 | 1,548 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $135,784 | 1,605 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $152,336 | 1,796 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $146,401 | 1,722 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $122,069 | 1,545 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $64,117 | 843 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $73,502 | 841 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||