Focus Partners Wealth
MSBT

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

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 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
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 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

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.

19 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.
  • 19 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.