New England Research & Management, Inc.

Position in MS — Morgan Stanley

CIK 1596077 CHICAGO, IL

Position in MS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,020,628

+$724,877 QoQ

Shares Held

14,450

+3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#925

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

New England Research & Management, Inc. holds $7,759,825 across 4 Capital Markets names. MS ranks #1 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	14,450	$3,020,628
2	GS	Goldman Sachs Group Inc	2,916	$2,949,154
3	SCHW	Schwab Charles Corp	16,325	$1,506,307
4	EVR	Evercore Inc.	831	$283,736

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,020,628	14,450	+3.6%	Shares	Sole	2026-07-09
2026-03-31	$2,295,751	13,950	-6.2%	Shares	Sole	2026-05-07
2025-12-31	$2,640,758	14,875	-2.6%	Shares	Sole	2026-01-07
2025-09-30	$2,428,114	15,275	-1.6%	Shares	Sole	2025-10-06
2025-06-30	$2,186,006	15,519	-1.1%	Shares	Sole	2025-07-09
2025-03-31	$1,831,018	15,694	+3.2%	Shares	Sole	2025-04-16
2024-12-31	$1,910,944	15,200	-10.1%	Shares	Sole	2025-01-23
2024-09-30	$1,761,656	16,900	-0.6%	Shares	Sole	2024-10-07
2024-06-30	$1,652,230	17,000	-35.1%	Shares	Sole	2024-07-09
2024-03-31	$2,467,462	26,205	+27.6%	Shares	Sole	2024-04-16
2023-12-31	$1,915,541	20,542	-4.1%	Shares	Sole	2024-02-06
2023-09-30	$1,749,126	21,417	+25.7%	Shares	Sole	2023-10-10
2023-06-30	$1,455,386	17,042	+21.8%	Shares	Sole	2023-07-05
2023-03-31	$1,228,497	13,992	-1.8%	Shares	Sole	2023-04-06
2022-12-31	$1,210,854	14,242	+43.3%	Shares	Sole	2023-01-09
2022-09-30	$785,517	9,942	-2.9%	Shares	Sole	2022-10-06
2022-06-30	$779,006	10,242	-59.0%	Shares	Sole	2022-07-20
2022-03-31	$2,184,388	24,993	+13.0%	Shares	Sole	2022-04-20
2021-12-31	$2,171,004	22,117	-4.7%	Shares	Sole	2022-01-05
2021-09-30	$2,258,273	23,207	+6.4%	Shares	Sole	2021-10-08
2021-06-30	$1,999,483	21,807	-35.8%	Shares	Sole	2021-07-15
2021-03-31	$2,639,430	33,987	+8.6%	Shares	Sole	2021-04-16
2020-12-31	$2,144,989	31,300	+26.5%	Shares	Sole	2021-01-07
2020-09-30	$1,196,662	24,750	+132.9%	Shares	Sole	2020-10-08
2020-06-30	$513,187	10,625	-16.2%	Shares	Sole	2020-07-15
2020-03-31	$430,950	12,675	—	Shares	Sole	2020-06-15
No filing history on record for this holder in this stock.