Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$358,712
+$110,870 QoQ
Shares Held
1,716
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,023
of 2,721 holders
Holding Since
Sep 2025
4 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, 2026New World Advisors LLC holds $737,975 across 2 Capital Markets names. MS ranks #2 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
375 | $379,263 | |
| 2 | MS |
Morgan Stanley
This page
|
1,716 | $358,712 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,712 | 1,716 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $247,842 | 1,506 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $255,465 | 1,439 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $207,283 | 1,304 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||