NewSquare Capital LLC

Position in MS — Morgan Stanley

CIK 1546989 NEWTOWN SQUARE, PA

Position in MS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$297,045

+$162,102 QoQ

Shares Held

1,421

+48.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,140

of 2,723 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NewSquare Capital LLC holds $1,942,016 across 3 Capital Markets names. MS ranks #2 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,506	$1,523,123
2	MS	Morgan Stanley This page	1,421	$297,045
3	NMR	Nomura Holdings Inc	13,878	$121,848

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,045	1,421	+48.3%	Shares	Sole	2026-07-28
2025-06-30	$134,943	958	+119.2%	Shares	Sole	2025-08-05
2025-03-31	$50,984	437	+871.1%	Shares	Sole	2025-04-14
2024-12-31	$5,657	45	+104.5%	Shares	Sole	2025-02-06
2023-09-30	$1,796	22	-86.3%	Shares	Sole	2023-11-03
2023-03-31	$14,135	161	—	Shares	Sole	2023-05-01
2022-06-30	$0	0	-100.0%	Shares	Sole	2022-07-26
2021-12-31	$19,435	198	0.0%	Shares	Sole	2022-01-26
2021-09-30	$19,267	198	0.0%	Shares	Sole	2021-11-08
2021-06-30	$18,154	198	0.0%	Shares	Sole	2021-07-28
2021-03-31	$15,376	198	0.0%	Shares	Sole	2021-05-10
2020-12-31	$13,568	198	+81.7%	Shares	Sole	2021-02-04
2020-09-30	$5,270	109	-21.6%	Shares	Sole	2020-11-04
2020-06-30	$6,713	139	+27.5%	Shares	Sole	2020-08-05
2020-03-31	$3,706	109	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.