Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$392,785
+$22,833 QoQ
Shares Held
1,879
-16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#561
of 865 holders
Holding Since
Dec 2024
7 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, 2026NOVEM GROUP holds $5,028,944 across 7 Capital Markets names. MS ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
16,196 | $1,409,699 | |
| 2 | MC |
Moelis & Co
|
15,858 | $1,037,429 | |
| 3 | EVR |
Evercore Inc.
|
2,888 | $986,078 | |
| 4 | SCHW |
Schwab Charles Corp
|
7,125 | $657,422 | |
| 5 | GS |
Goldman Sachs Group Inc
|
532 | $538,048 | |
| 6 | MS |
Morgan Stanley
This page
|
1,879 | $392,785 | |
| 7 | DEFT |
Defi Technologies, Inc.
|
14,560 | $7,483 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,785 | 1,879 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $369,952 | 2,248 | Shares | Defined | 2026-04-13 | |
| 2025-12-31 | $400,506 | 2,256 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $379,596 | 2,388 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $355,811 | 2,526 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $308,591 | 2,645 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $252,068 | 2,005 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||