Sagewood Asset Management LP

Position in MS — Morgan Stanley

CIK 1693636 NEW YORK, NY

Position in MS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,409,813

+$569,263 QoQ

Shares Held

11,528

+3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,009

of 2,723 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sagewood Asset Management LP holds $12,642,915 across 5 Capital Markets names. MS ranks #2 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,339	$9,445,184
2	MS	Morgan Stanley This page	11,528	$2,409,813
3	SCHW	Schwab Charles Corp	3,421	$315,655
4	HOOD	Robinhood Markets, Inc.	2,543	$255,012
5	IBKR	Interactive Brokers Group, Inc.	2,496	$217,251

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,409,813	11,528	+3.1%	Shares	Sole	2026-07-29
2026-03-31	$1,840,550	11,184	+3.9%	Shares	Sole	2026-05-13
2025-12-31	$1,911,110	10,765	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.