Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$303,526
+$64,571 QoQ
Shares Held
1,452
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,127
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Red Wave Investments LLC holds $610,982 across 2 Capital Markets names. MS ranks #2 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
304 | $307,456 | |
| 2 | MS |
Morgan Stanley
This page
|
1,452 | $303,526 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,526 | 1,452 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $238,955 | 1,452 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $257,773 | 1,452 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $230,809 | 1,452 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $204,528 | 1,452 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||