Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$376,272
+$80,046 QoQ
Shares Held
1,800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#2,000
of 2,723 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Neumann Capital Management, LLC holds $1,781,728 across 2 Capital Markets names. MS ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
15,232 | $1,405,456 | |
| 2 | MS |
Morgan Stanley
This page
|
1,800 | $376,272 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,272 | 1,800 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $296,226 | 1,800 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $319,554 | 1,800 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $286,128 | 1,800 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $253,548 | 1,800 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $210,006 | 1,800 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $226,296 | 1,800 | Shares | Sole | 2025-01-21 | |
| 2021-12-31 | $215,166 | 2,192 | Shares | Sole | 2022-02-03 | |
| 2021-06-30 | $217,305 | 2,370 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||