Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,676,015
+$953,442 QoQ
Shares Held
22,369
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.75%
of 13F equity value
Holder Rank
#765
of 2,723 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $4,676,015 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
22,369 | $4,676,015 |
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,676,015 | 22,369 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,722,573 | 22,620 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,102,540 | 23,109 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||