Red Tortoise LLC

Position in MS — Morgan Stanley

CIK 1910488 ATLANTA, GA

Position in MS

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$28,964

-$2,280 QoQ

Shares Held

176

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Red Tortoise LLC holds $108,457 across 6 Capital Markets names. MS ranks #1 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	176	$28,964
2	GS	Goldman Sachs Group Inc	27	$22,840
3	SNEX	StoneX Group Inc.	366	$19,678
4	SCHW	Schwab Charles Corp	148	$13,909
5	HOOD	Robinhood Markets, Inc.	178	$12,335
6	VIRT	Virtu Financial, Inc.	244	$10,731

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,964	176	0.0%	Shares	Sole	2026-04-21
2025-12-31	$31,244	176	+0.6%	Shares	Sole	2026-01-22
2025-09-30	$27,817	175	0.0%	Shares	Sole	2025-10-22
2025-06-30	$24,649	175	+0.6%	Shares	Sole	2025-07-22
2025-03-31	$20,299	174	0.0%	Shares	Sole	2025-04-25
2024-12-31	$21,874	174	-8.4%	Shares	Sole	2025-01-24
2024-09-30	$19,804	190	+0.5%	Shares	Sole	2024-10-28
2024-06-30	$18,368	189	0.0%	Shares	Sole	2024-07-31
2024-03-31	$17,796	189	+0.5%	Shares	Sole	2024-04-19
2023-12-31	$17,531	188	0.0%	Shares	Sole	2024-01-31
2023-09-30	$15,353	188	+0.5%	Shares	Sole	2023-11-02
2023-06-30	$15,969	187	0.0%	Shares	Sole	2023-07-26
2023-03-31	$16,418	187	+240.0%	Shares	Sole	2023-05-16
2022-12-31	$4,676	55	0.0%	Shares	Sole	2023-02-01
2021-09-30	$5,352	55	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.