Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$804,385
+$169,311 QoQ
Shares Held
3,848
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,534
of 2,723 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026New Hampshire Trust holds $1,133,881 across 2 Capital Markets names. MS ranks #1 (70.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,848 | $804,385 | |
| 2 | SCHW |
Schwab Charles Corp
|
3,571 | $329,496 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,385 | 3,848 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $635,074 | 3,859 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $712,959 | 4,016 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $751,879 | 4,730 | Shares | Defined | 2025-10-16 | |
| 2025-06-30 | $504,418 | 3,581 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $275,807 | 2,364 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $275,326 | 2,190 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $223,282 | 2,142 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $204,584 | 2,105 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||