Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$58,189,210
+$17,837,140 QoQ
Shares Held
278,364
+13.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#257
of 2,731 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $190,378,015 across 38 Capital Markets names. MS ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
62,498 | $63,208,602 | |
| 2 | MS |
Morgan Stanley
This page
|
278,364 | $58,189,210 | |
| 3 | MIAX |
Miami International Holdings, Inc.
|
681,610 | $25,328,627 | |
| 4 | SCHW |
Schwab Charles Corp
|
165,885 | $15,306,208 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
68,920 | $6,911,297 | |
| 6 | IREN |
IREN Ltd
|
118,577 | $5,422,526 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
68,577 | $3,427,478 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
169,649 | $2,258,028 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,189,210 | 278,364 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $40,352,070 | 245,197 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $45,950,267 | 258,831 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $24,542,470 | 154,394 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $21,126,746 | 149,984 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,823,463 | 144,197 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,818,765 | 109,917 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,261,568 | 108,035 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,906,479 | 101,929 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $9,241,992 | 98,152 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,958,180 | 117,514 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $35,969,836 | 440,429 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $38,263,640 | 448,052 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,615,272 | 451,199 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,700,275 | 462,265 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $34,536,772 | 437,119 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,618,711 | 428,855 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $35,002,738 | 400,489 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $35,776,473 | 364,471 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $31,843,432 | 327,237 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $27,652,053 | 301,582 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $21,922,563 | 282,289 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,549,463 | 22,610 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,018,976 | 21,075 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,366,262 | 28,287 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,112,786 | 32,729 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||