Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,109,375
+$239,952 QoQ
Shares Held
5,307
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#1,346
of 2,722 holders
Holding Since
Dec 2022
14 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, 2026RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC holds $1,998,369 across 2 Capital Markets names. MS ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
5,307 | $1,109,375 | |
| 2 | GS |
Goldman Sachs Group Inc
|
879 | $888,994 |
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109,375 | 5,307 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $869,423 | 5,283 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $839,785 | 5,283 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $768,250 | 5,454 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $700,253 | 6,002 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $708,432 | 5,635 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $609,282 | 5,845 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $568,172 | 5,846 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $565,148 | 6,002 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $559,033 | 5,995 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $489,448 | 5,993 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $508,130 | 5,950 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $522,410 | 5,950 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $505,869 | 5,950 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||