Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,477,124
+$1,859,000 QoQ
Shares Held
11,850
+215.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,009
of 2,738 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Catalyst Funds Management Pty Ltd holds $23,231,924 across 11 Capital Markets names. MS ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
283,100 | $6,992,570 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,800 | $6,877,316 | |
| 3 | MS |
Morgan Stanley
This page
|
11,850 | $2,477,124 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
7,320 | $2,061,897 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
21,950 | $1,910,528 | |
| 6 | SCHW |
Schwab Charles Corp
|
20,450 | $1,886,921 | |
| 7 | TW |
Tradeweb Markets Inc.
|
6,301 | $627,957 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
8,096 | $248,628 |
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,477,124 | 11,850 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $618,124 | 3,756 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $408,319 | 2,300 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,447,984 | 15,400 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $628,600 | 5,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $145,936 | 1,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $311,008 | 3,200 | Shares | Sole | 2024-12-18 | |
| 2024-03-31 | $1,271,160 | 13,500 | Shares | Sole | 2024-12-05 | |
| No filing history on record for this holder in this stock. | ||||||