RIL
MSBT

Rothschild Investment LLC’s Morgan Stanley Bitcoin Trust MSBT Stock Holding History

Rothschild Investment LLC’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 		$185K Buy
+11,000
New +$227K 0.01% 883

Other funds holding MSBT

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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
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

Rothschild Investment LLC's MSBT Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Morgan Stanley Bitcoin Trust (MSBT) in Q2 2026: 11,000 shares worth $185K. The stake represents 0.01% of the portfolio and ranks #883 among its holdings.

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

  • Rothschild Investment LLC held 11,000 shares of Morgan Stanley Bitcoin Trust worth $185K as of Q2 2026.
  • Morgan Stanley Bitcoin Trust was a new Rothschild Investment LLC position in Q2 2026.
  • Morgan Stanley Bitcoin Trust made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #883 holding.
  • 13 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.