Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$953,431
+$171,066 QoQ
Shares Held
4,561
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.87%
of 13F equity value
Holder Rank
#1,432
of 2,721 holders
Holding Since
Dec 2025
3 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, 2026Catalyst Investment Management LLC holds $1,218,799 across 2 Capital Markets names. MS ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,561 | $953,431 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,876 | $265,368 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $953,431 | 4,561 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $782,365 | 4,754 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $843,977 | 4,754 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||