Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$714,498
+$151,998 QoQ
Shares Held
3,418
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,593
of 2,723 holders
Holding Since
Dec 2021
12 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, 2026Newman Dignan & Sheerar, Inc. holds $1,832,061 across 2 Capital Markets names. MS ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,105 | $1,117,563 | |
| 2 | MS |
Morgan Stanley
This page
|
3,418 | $714,498 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,498 | 3,418 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $562,500 | 3,418 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $590,819 | 3,328 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $370,058 | 2,328 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $327,922 | 2,328 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $271,607 | 2,328 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $292,676 | 2,328 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $242,670 | 2,328 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $226,258 | 2,328 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $219,204 | 2,328 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $217,086 | 2,328 | Shares | Sole | 2024-02-09 | |
| 2021-12-31 | $204,663 | 2,085 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||