Steward Partners Investment Advisory’s Morgan Stanley Bitcoin Trust MSBT Stock Holding History

Steward Partners Investment Advisory’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	$1.69K	Buy	+100	New	+$2.06K	﹤0.01%	4283

Other funds holding MSBT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

Palatine Hill Wealth Management Birmingham, Michigan $124M AUM

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return

Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM

Steward Partners Investment Advisory's MSBT Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Morgan Stanley Bitcoin Trust (MSBT) in Q2 2026: 100 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #4283 among its holdings.

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

Steward Partners Investment Advisory held 100 shares of Morgan Stanley Bitcoin Trust worth $1.69K as of Q2 2026.
Morgan Stanley Bitcoin Trust was a new Steward Partners Investment Advisory position in Q2 2026.
Morgan Stanley Bitcoin Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4283 holding.
22 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.