Lifestyle Asset Management, Inc.

Position in MS — Morgan Stanley

CIK 1845675 Friendswood, TX

Position in MS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$418,498

+$86,890 QoQ

Shares Held

2,002

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,909

of 2,722 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lifestyle Asset Management, Inc. holds $1,852,622 across 5 Capital Markets names. MS ranks #1 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	2,002	$418,498
2	GS	Goldman Sachs Group Inc	402	$406,570
3	FUTU	Futu Holdings Ltd	3,719	$348,619
4	LPLA	LPL Financial Holdings Inc.	1,224	$344,776
5	TW	Tradeweb Markets Inc.	3,353	$334,159

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,498	2,002	-0.6%	Shares	Sole	2026-07-20
2026-03-31	$331,608	2,015	+3.8%	Shares	Sole	2026-04-10
2025-12-31	$344,763	1,942	+5.0%	Shares	Sole	2026-02-11
2025-09-30	$293,917	1,849	-0.9%	Shares	Sole	2025-10-09
2025-06-30	$262,844	1,866	+7.6%	Shares	Sole	2025-07-09
2025-03-31	$202,422	1,735	+0.3%	Shares	Sole	2025-04-10
2024-12-31	$217,495	1,730	-20.3%	Shares	Sole	2025-01-17
2024-03-31	$204,515	2,172	-9.8%	Shares	Sole	2024-04-19
2023-12-31	$224,639	2,409	-6.3%	Shares	Sole	2024-02-12
2023-09-30	$209,891	2,570	0.0%	Shares	Sole	2023-10-05
2023-06-30	$219,478	2,570	+1.6%	Shares	Sole	2023-07-13
2023-03-31	$222,134	2,530	—	Shares	Sole	2023-04-21
No filing history on record for this holder in this stock.