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Red Lighthouse Investment Management’s Morgan Stanley MS Stock Holding History

Red Lighthouse Investment Management’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
Q2 		$1.11M Buy
5,307
+24
+0.5% +$4.75K 0.33% 37
2026
Q1 		$869K Buy
+5,283
New +$915K 0.29% 38
2025
Q4 		– Sell
-5,283
Closed -$840K – 104
2025
Q3 		$840K Sell
5,283
-171
-3% -$25.3K 0.29% 38
2025
Q2 		$768K Sell
5,454
-548
-9% -$67.3K 0.29% 38
2025
Q1 		$565K Buy
6,002
+367
+7% +$47.3K 0.23% 42
2024
Q4 		$708K Sell
5,635
-210
-4% -$25.9K 0.28% 40
2024
Q3 		$609K Sell
5,845
-1
-0% -$101 0.24% 43
2024
Q2 		$568K Sell
5,846
-156
-3% -$14.8K 0.24% 41
2024
Q1 		$565K Buy
6,002
+7
+0.1% +$616 0.23% 43
2023
Q4 		$559K Buy
5,995
+2
+0% +$160 0.23% 42
2023
Q3 		$489K Buy
5,993
+43
+0.7% +$3.73K 0.23% 41
2023
Q2 		$508K Hold
5,950
– – 0.23% 39
2023
Q1 		$522K Hold
5,950
– – 0.25% 38
2022
Q4 		$506K Buy
+5,950
New +$507K 0.26% 36

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Red Lighthouse Investment Management's MS Position: Q2 2026 in Review

Red Lighthouse Investment Management increased its Morgan Stanley (MS) stake by 0.45% in Q2 2026, buying an estimated $4.75K and bringing the position to 5,307 shares worth $1.11M. The position accounts for 0.33% of the portfolio, ranked #37.

Red Lighthouse Investment Management first reported a position in MS in Q4 2022 and has held it in 14 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Red Lighthouse Investment Management held 5,307 shares of Morgan Stanley worth $1.11M as of Q2 2026.
  • Red Lighthouse Investment Management bought 24 Morgan Stanley shares in Q2 2026, an estimated $4.75K.
  • Morgan Stanley made up 0.33% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #37 holding.
  • Red Lighthouse Investment Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.