Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$543,922
+$125,092 QoQ
Shares Held
2,602
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,739
of 2,722 holders
Holding Since
Jun 2021
19 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,608,671 across 11 Capital Markets names. MS ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
8,677 | $800,626 | |
| 2 | MS |
Morgan Stanley
This page
|
2,602 | $543,922 | |
| 3 | GS |
Goldman Sachs Group Inc
|
96 | $97,091 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
646 | $56,227 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
366 | $36,702 | |
| 6 | WULF |
Terawulf Inc.
|
920 | $22,724 | |
| 7 | IREN |
IREN Ltd
|
490 | $22,407 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
54 | $15,210 |
All Filings in MS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,922 | 2,602 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $418,830 | 2,545 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $450,748 | 2,539 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $211,416 | 1,330 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $187,062 | 1,328 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $513,114 | 4,398 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $335,798 | 2,671 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $278,112 | 2,668 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $237,726 | 2,446 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $230,032 | 2,443 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $231,260 | 2,480 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $202,296 | 2,477 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $218,794 | 2,562 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $227,489 | 2,591 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $210,424 | 2,475 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $200,874 | 2,641 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $244,909 | 2,495 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $244,442 | 2,512 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $218,222 | 2,380 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||