Focus Partners Wealth’s Morgan Stanley Bitcoin Trust MSBT Stock Holding History

Focus Partners Wealth’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	$244K	Buy	+14,500	New	+$299K	﹤0.01%	2384

Other funds holding MSBT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

PHWM

Palatine Hill Wealth Management Birmingham, Michigan $124M AUM

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Focus Partners Wealth's MSBT Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Morgan Stanley Bitcoin Trust (MSBT) in Q2 2026: 14,500 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #2384 among its holdings.

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

Focus Partners Wealth held 14,500 shares of Morgan Stanley Bitcoin Trust worth $244K as of Q2 2026.
Morgan Stanley Bitcoin Trust was a new Focus Partners Wealth position in Q2 2026.
Morgan Stanley Bitcoin Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2384 holding.
25 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.