Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$37,892,053
+$35,210,221 QoQ
Shares Held
181,267
+1012.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#318
of 2,723 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $140,847,053 across 14 Capital Markets names. MS ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
|
998,413 | $49,900,681 | |
| 2 | MS |
Morgan Stanley
This page
|
181,267 | $37,892,053 | |
| 3 | GS |
Goldman Sachs Group Inc
|
26,407 | $26,707,247 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
107,919 | $9,393,269 | |
| 5 | SCHW |
Schwab Charles Corp
|
81,949 | $7,561,434 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
11,476 | $3,232,559 | |
| 7 | MC |
Moelis & Co
|
40,439 | $2,645,519 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13,624 | $1,366,214 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,892,053 | 181,267 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,681,832 | 16,296 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,668,506 | 26,297 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,576,900 | 16,211 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,458,288 | 17,452 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,185,812 | 18,735 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,256,296 | 17,947 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,522,320 | 14,604 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,086,972 | 11,184 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,240,840 | 13,178 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $12,379,870 | 132,760 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $12,959,068 | 158,676 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,018,565 | 11,927 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $523,375 | 5,961 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $766,880 | 9,020 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $603,399 | 7,637 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $653,735 | 8,595 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $845,857 | 9,678 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $419,339 | 4,272 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $359,852 | 3,698 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $338,977 | 3,697 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $287,109 | 3,697 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||