Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$419,961
+$406,796 QoQ
Shares Held
2,009
+2411.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,905
of 2,722 holders
Holding Since
Mar 2023
13 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, 2026Stone House Investment Management, LLC holds $503,376 across 16 Capital Markets names. MS ranks #1 (83.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,009 | $419,961 | |
| 2 | MRX |
Marex Group Ltd
|
519 | $31,633 | |
| 3 | SCHW |
Schwab Charles Corp
|
300 | $27,681 | |
| 4 | XP |
XP Inc.
|
564 | $9,170 | |
| 5 | GS |
Goldman Sachs Group Inc
|
5 | $5,056 | |
| 6 | IREN |
IREN Ltd
|
100 | $4,573 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
33 | $1,965 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
8 | $907 |
All Filings in MS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,961 | 2,009 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $13,165 | 80 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,202 | 80 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,080 | 76 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,860 | 70 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,166 | 70 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $7,296 | 70 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,803 | 70 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,591 | 70 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,527 | 70 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $5,716 | 70 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,978 | 70 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,146 | 70 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||