Stratos Investment Management, LLC

Position in MS — Morgan Stanley

CIK 1707206 BEACHWOOD, OH

Position in MS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$9,034,708

+$1,848,101 QoQ

Shares Held

43,220

-1.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#585

of 2,723 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stratos Investment Management, LLC holds $13,877,901 across 5 Capital Markets names. MS ranks #1 (65.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	43,220	$9,034,708
2	GS	Goldman Sachs Group Inc	2,872	$2,904,654
3	SCHW	Schwab Charles Corp	13,451	$1,241,123
4	IBKR	Interactive Brokers Group, Inc.	5,689	$495,170
5	LPLA	LPL Financial Holdings Inc.	718	$202,246

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,034,708	43,220	-1.0%	Shares	Sole	2026-08-11
2026-03-31	$7,186,607	43,669	-16.2%	Shares	Sole	2026-04-28
2025-12-31	$9,253,928	52,126	+156.7%	Shares	Sole	2026-01-20
2025-09-30	$3,228,000	20,307	-0.7%	Shares	Sole	2025-11-06
2025-06-30	$2,880,868	20,452	+5.4%	Shares	Sole	2025-07-29
2025-03-31	$2,263,631	19,402	+2.3%	Shares	Sole	2025-04-30
2024-12-31	$2,383,651	18,960	-4.8%	Shares	Sole	2025-01-27
2024-09-30	$2,076,669	19,922	+5.6%	Shares	Sole	2024-10-17
2024-06-30	$1,832,711	18,857	+6.2%	Shares	Sole	2024-07-24
2024-03-31	$1,672,281	17,760	—	Shares	Sole	2024-04-16
No filing history on record for this holder in this stock.