Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$122,642,722
+$43,584,611 QoQ
Shares Held
586,695
+22.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#155
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026Life Cycle Investment Partners Ltd holds $122,642,722 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
586,695 | $122,642,722 |
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,642,722 | 586,695 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $79,058,111 | 480,392 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $55,464,277 | 312,422 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||