AC
MSBT

Addison Capital’s Morgan Stanley Bitcoin Trust MSBT Stock Holding History

Addison Capital’s Portfolio MSBT Stock Details MSBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$323K Buy
+19,156
New +$396K 0.05% 159

Other funds holding MSBT

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PHWM
Palatine Hill Wealth Management Birmingham, Michigan $124M AUM
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
ISS
Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Addison Capital's MSBT Position: Q2 2026 in Review

Addison Capital opened a new position in Morgan Stanley Bitcoin Trust (MSBT) in Q2 2026: 19,156 shares worth $323K. The stake represents 0.05% of the portfolio and ranks #159 among its holdings.

13 funds tracked by Wall St. Rank hold MSBT as of Q2 2026.

  • Addison Capital held 19,156 shares of Morgan Stanley Bitcoin Trust worth $323K as of Q2 2026.
  • Morgan Stanley Bitcoin Trust was a new Addison Capital position in Q2 2026.
  • Morgan Stanley Bitcoin Trust made up 0.05% of Addison Capital's portfolio in Q2 2026, its #159 holding.
  • 13 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q2 2026.

Based on Addison Capital's 13F filing for Q2 2026, filed 4 Aug 2026.