Position in IH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$53,238
-$39,173 QoQ
Shares Held
38,000
-29.9% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 8 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IH Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026MORGAN STANLEY holds $663,420,534 across 36 Education & Training Services names. IH ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
|
13,396,879 | $128,208,127 | |
| 2 | LRN |
Stride, Inc.
|
1,296,291 | $111,792,133 | |
| 3 | EDU |
New Oriental Education & Technology Group Inc.
|
1,433,721 | $65,822,128 | |
| 4 | XXI |
Twenty One Capital, Inc.
|
12,382,776 | $61,294,737 | |
| 5 | CVSA |
Covista Inc.
|
472,980 | $58,961,683 | |
| 6 | LAUR |
Laureate Education, Inc.
|
1,448,211 | $52,599,020 | |
| 7 | STRA |
Strategic Education, Inc.
|
591,719 | $45,337,507 | |
| 8 | UTI |
Universal Technical Institute Inc
|
797,071 | $34,090,724 |
All Filings in IH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,238 | 38,000 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $92,411 | 54,200 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $128,520 | 61,200 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $231,200 | 80,000 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $214,000 | 85,600 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $188,256 | 88,800 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $70,599 | 41,775 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $45,712 | 19,875 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $31,683 | 17,700 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $36,040 | 21,200 | Shares | Defined | 2024-10-17 | |
| 2023-09-30 | $10,796 | 3,575 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,072 | 1,038 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,944 | 600 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,677 | 4,876 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,238,241 | 562,837 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,538,037 | 651,711 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,733,106 | 809,863 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,442,834 | 872,441 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,161,478 | 883,541 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,494,901 | 918,269 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $9,905,167 | 791,780 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $16,765,076 | 925,225 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||