LEUTHOLD GROUP, LLC

Position in MS — Morgan Stanley

CIK 1170152 MINNEAPOLIS, MN

Position in MS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$899,499

-$10,785,629 QoQ

Shares Held

4,303

-93.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,465

of 2,722 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LEUTHOLD GROUP, LLC holds $2,601,804 across 3 Capital Markets names. MS ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,089	$1,101,381
2	MS	Morgan Stanley This page	4,303	$899,499
3	IBKR	Interactive Brokers Group, Inc.	6,904	$600,924

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$899,499	4,303	-93.9%	Shares	Sole	2026-08-04
2026-03-31	$11,685,128	71,004	+1.4%	Shares	Sole	2026-05-06
2025-12-31	$12,432,248	70,029	+0.2%	Shares	Sole	2026-02-05
2025-09-30	$11,105,581	69,864	+3.3%	Shares	Sole	2025-11-06
2025-06-30	$9,528,615	67,646	-1.5%	Shares	Sole	2025-08-13
2025-03-31	$8,010,795	68,662	-7.2%	Shares	Sole	2025-05-13
2024-12-31	$9,298,628	73,963	-3.3%	Shares	Sole	2025-02-03
2024-09-30	$7,976,757	76,523	+14.5%	Shares	Sole	2024-10-24
2024-06-30	$6,495,013	66,828	+809.1%	Shares	Sole	2024-08-12
2023-03-31	$645,417	7,351	-88.9%	Shares	Sole	2023-04-18
2022-09-30	$5,231,568	66,214	-25.6%	Shares	Sole	2022-10-31
2022-06-30	$6,767,818	88,980	-28.9%	Shares	Sole	2022-08-01
2022-03-31	$10,935,138	125,116	-0.3%	Shares	Sole	2022-05-04
2021-12-31	$12,323,399	125,544	-2.2%	Shares	Sole	2022-02-03
2021-09-30	$12,495,966	128,414	+0.3%	Shares	Sole	2021-11-15
2021-06-30	$11,742,096	128,063	-1.9%	Shares	Sole	2021-08-13
2021-03-31	$10,137,115	130,532	-7.1%	Shares	Sole	2021-05-17
2020-12-31	$9,630,657	140,532	+34.1%	Shares	Sole	2021-02-16
2020-09-30	$5,066,161	104,781	-2.0%	Shares	Sole	2020-11-16
2020-06-30	$5,166,168	106,960	-2.6%	Shares	Sole	2020-08-14
2020-03-31	$3,735,104	109,856	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.