PHWM
MSBT

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

Palatine Hill 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 		$626K Buy
+37,127
New +$767K 0.5% 27

Other funds holding MSBT

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Palatine Hill Wealth Management's MSBT Position: Q2 2026 in Review

Palatine Hill Wealth Management opened a new position in Morgan Stanley Bitcoin Trust (MSBT) in Q2 2026: 37,127 shares worth $626K. The stake represents 0.5% of the portfolio and ranks #27 among its holdings.

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

  • Palatine Hill Wealth Management held 37,127 shares of Morgan Stanley Bitcoin Trust worth $626K as of Q2 2026.
  • Morgan Stanley Bitcoin Trust was a new Palatine Hill Wealth Management position in Q2 2026.
  • Morgan Stanley Bitcoin Trust made up 0.5% of Palatine Hill Wealth Management's portfolio in Q2 2026, its #27 holding.
  • 13 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q2 2026.

Based on Palatine Hill Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.