MWM
MSBT

Mission Wealth Management’s Morgan Stanley Bitcoin Trust MSBT Stock Holding History

Mission Wealth Management’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 		$477K Buy
+28,287
New +$584K 0.01% 697

Other funds holding MSBT

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Mission Wealth Management's MSBT Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Morgan Stanley Bitcoin Trust (MSBT) in Q2 2026: 28,287 shares worth $477K. The stake represents 0.01% of the portfolio and ranks #697 among its holdings.

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

  • Mission Wealth Management held 28,287 shares of Morgan Stanley Bitcoin Trust worth $477K as of Q2 2026.
  • Morgan Stanley Bitcoin Trust was a new Mission Wealth Management position in Q2 2026.
  • Morgan Stanley Bitcoin Trust made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #697 holding.
  • 2 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.