Lighthouse Investment Partners’s Morgan Stanley MS Stock Holding History

Lighthouse Investment Partners’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-34,433	Closed	-$6.11M	–	936
2025 Q4	$6.11M	Sell	34,433 -146,967	-81%	-$24.5M	0.18%	158
2025 Q3	$28.8M	Buy	181,400 +82,814	+84%	+$12.2M	0.87%	4
2025 Q2	$13.9M	Buy	+98,586	New	+$12.1M	0.52%	39
2025 Q1	–	Sell	-112,096	Closed	-$14.1M	–	580
2024 Q4	$14.1M	Buy	+112,096	New	+$13.8M	0.47%	54
2024 Q3	–	Sell	-98,806	Closed	-$9.6M	–	512
2024 Q2	$9.6M	Buy	+98,806	New	+$9.41M	0.38%	66
2024 Q1	–	Sell	-53,334	Closed	-$4.97M	–	437
2023 Q4	$4.97M	Buy	+53,334	New	+$4.27M	0.23%	108
2023 Q3	–	Sell	-20,794	Closed	-$1.78M	–	387
2023 Q2	$1.78M	Buy	+20,794	New	+$1.78M	0.09%	181

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lighthouse Investment Partners's MS Position: Q1 2026 in Review

Lighthouse Investment Partners sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 34,433 shares — an estimated $6.11M sold.

Lighthouse Investment Partners first reported a position in MS in Q2 2023 and held it in 7 quarters. The position peaked at $28.8M in Q3 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Lighthouse Investment Partners reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Lighthouse Investment Partners sold 34,433 Morgan Stanley shares in Q1 2026, an estimated $6.11M.
Lighthouse Investment Partners first reported a position in Morgan Stanley in Q2 2023 and held it in 7 quarters.
Lighthouse Investment Partners's Morgan Stanley position peaked at $28.8M in Q3 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.