Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$45,570
+$14,631 QoQ
Shares Held
218
+16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,571
of 2,716 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MEEDER ASSET MANAGEMENT INC holds $3,769,780 across 11 Capital Markets names. MS ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MC |
Moelis & Co
|
48,749 | $3,189,156 | |
| 2 | PJT |
PJT Partners Inc.
|
1,541 | $232,598 | |
| 3 | HUT |
Hut 8 Corp.
|
1,034 | $119,370 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
4,645 | $61,824 | |
| 5 | GS |
Goldman Sachs Group Inc
|
56 | $56,636 | |
| 6 | MS |
Morgan Stanley
This page
|
218 | $45,570 | |
| 7 | SCHW |
Schwab Charles Corp
|
325 | $29,987 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
149 | $14,941 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,570 | 218 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $30,939 | 188 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $42,074 | 237 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $39,581 | 249 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $105,504 | 749 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $74,785 | 641 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $38,973 | 310 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $34,190 | 328 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $30,809 | 317 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $420,894 | 4,470 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $380,086 | 4,076 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $313,122 | 3,834 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $334,169 | 3,913 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $393,607 | 4,483 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $410,305 | 4,826 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,084,915 | 26,388 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,793,494 | 23,580 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $1,778,415 | 20,348 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $2,033,286 | 20,714 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,161,568 | 63,319 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $5,714,304 | 62,322 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $4,826,487 | 62,149 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $856,350 | 12,496 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $600,647 | 12,423 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $221,503 | 4,586 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $216,274 | 6,361 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||