NewEdge Advisors’s Morgan Stanley Bitcoin Trust MSBT Stock Holding History

NewEdge Advisors’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	$3.58M	Buy	+149,451	New	+$3.05M	0.01%	919

Other funds holding MSBT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Palatine Hill Wealth Management Birmingham, Michigan $139M AUM 13.59% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.25B AUM

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

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

NewEdge Advisors's MSBT Position: Q3 2026 in Review

NewEdge Advisors opened a new position in Morgan Stanley Bitcoin Trust (MSBT) in Q3 2026: 149,451 shares worth $3.58M. The stake represents 0.01% of the portfolio and ranks #919 among its holdings.

32 funds tracked by Wall St. Rank hold MSBT as of Q3 2026.

NewEdge Advisors held 149,451 shares of Morgan Stanley Bitcoin Trust worth $3.58M as of Q3 2026.
Morgan Stanley Bitcoin Trust was a new NewEdge Advisors position in Q3 2026.
Morgan Stanley Bitcoin Trust made up 0.01% of NewEdge Advisors's portfolio in Q3 2026, its #919 holding.
32 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.