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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
2025
Q3 		– Sell
-14,400
Closed -$2.03M – 728
2025
Q2 		$2.03M Buy
+14,400
New +$1.77M 0.08% 304

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Geode Capital Management
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Fisher Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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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.