Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,379,644
+$1,440,003 QoQ
Shares Held
25,735
+7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#719
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026NORTHEAST INVESTMENT MANAGEMENT holds $49,802,048 across 2 Capital Markets names. MS ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,923 | $44,422,404 | |
| 2 | MS |
Morgan Stanley
This page
|
25,735 | $5,379,644 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,379,644 | 25,735 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,939,641 | 23,939 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,249,890 | 23,939 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,878,147 | 24,397 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,437,124 | 24,401 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,867,981 | 24,582 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,071,465 | 24,431 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,563,157 | 24,589 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,389,804 | 24,589 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,342,135 | 24,874 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,352,604 | 25,229 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,229,509 | 27,299 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,332,871 | 27,317 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,754,373 | 31,371 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,744,870 | 32,285 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,480,597 | 31,396 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,388,284 | 31,400 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,740,514 | 31,356 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,463,281 | 35,282 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,681,723 | 37,835 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,477,526 | 37,927 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,944,944 | 37,921 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $239,855 | 3,500 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||