Position in MS
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$279,769
-$22,032 QoQ
Shares Held
1,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026INVESTMENT HOUSE LLC holds $14,271,070 across 8 Capital Markets names. MS ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIGR |
Figure Technology Solutions, Inc.
|
246,865 | $8,381,066 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
31,775 | $2,131,149 | |
| 3 | XP |
XP Inc.
|
93,120 | $1,773,004 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,336 | $1,130,242 | |
| 5 | MS |
Morgan Stanley
This page
|
1,700 | $279,769 | |
| 6 | EVR |
Evercore Inc.
|
850 | $253,733 | |
| 7 | SCHW |
Schwab Charles Corp
|
2,615 | $245,757 | |
| 8 | PURR |
Hyperliquid Strategies Inc
|
15,000 | $76,350 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $279,769 | 1,700 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $301,801 | 1,700 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $270,232 | 1,700 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $239,462 | 1,700 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $226,296 | 1,800 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||