Position in STEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,872
-$20,416 QoQ
Shares Held
4,557
-78.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 52 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. STEX ranks #66 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,030,974 | $7,110,916,164 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,793,553 | $2,103,161,122 | |
| 3 | MS |
Morgan Stanley
|
6,085,858 | $1,272,187,752 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,105,436 | $1,013,373,115 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
8,315,961 | $520,828,628 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,146,242 | $447,928,898 | |
| 7 | HUT |
Hut 8 Corp.
|
3,320,981 | $383,390,646 | |
| 8 | IREN |
IREN Ltd
|
7,257,285 | $331,875,639 |
All Filings in STEX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,872 | 4,557 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $24,288 | 21,495 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $92,365 | 30,484 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $25,481 | 4,424 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $27,631 | 3,870 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,799 | 4,660 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,942 | 4,660 | Shares | Defined | 2025-05-15 | |
| 2024-03-31 | $2,102 | 3,182 | Shares | Defined | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||