Mission Wealth Management
MSBT icon

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
Q3 		$677K Hold
28,287
– – 0.01% 460
2026
Q2 		$477K Buy
+28,287
New +$584K 0.01% 697

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Mission Wealth Management's MSBT Position: Q3 2026 in Review

Mission Wealth Management held its Morgan Stanley Bitcoin Trust (MSBT) position steady in Q3 2026 at 28,287 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #460.

Mission Wealth Management first reported a position in MSBT in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold MSBT as of Q3 2026.

  • Mission Wealth Management held 28,287 shares of Morgan Stanley Bitcoin Trust worth $677K as of Q3 2026.
  • Mission Wealth Management left its Morgan Stanley Bitcoin Trust share count unchanged in Q3 2026.
  • Morgan Stanley Bitcoin Trust made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #460 holding.
  • Mission Wealth Management first reported a position in Morgan Stanley Bitcoin Trust in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.