Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,002,603
+$903,111 QoQ
Shares Held
9,580
+43.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,073
of 2,723 holders
Holding Since
Mar 2020
20 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, 2026Northwest & Ethical Investments L.P. holds $3,793,297 across 7 Capital Markets names. MS ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
9,580 | $2,002,603 | |
| 2 | TW |
Tradeweb Markets Inc.
|
10,656 | $1,061,976 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
2,345 | $235,156 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,232 | $194,273 | |
| 5 | SCHW |
Schwab Charles Corp
|
1,455 | $134,252 | |
| 6 | WULF |
Terawulf Inc.
|
4,302 | $106,259 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
1,914 | $58,778 |
All Filings in MS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,002,603 | 9,580 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,099,492 | 6,681 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,510,070 | 8,506 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,414,744 | 8,900 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,140,966 | 8,100 | Shares | Sole | 2025-08-13 | |
| 2023-09-30 | $716,245 | 8,770 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $831,966 | 9,742 | Shares | Sole | 2025-07-09 | |
| 2023-03-31 | $870,712 | 9,917 | Shares | Sole | 2025-07-09 | |
| 2022-12-31 | $990,568 | 11,651 | Shares | Sole | 2025-07-09 | |
| 2022-09-30 | $1,004,928 | 12,719 | Shares | Sole | 2025-07-09 | |
| 2022-06-30 | $1,104,999 | 14,528 | Shares | Sole | 2025-07-09 | |
| 2022-03-31 | $1,292,121 | 14,784 | Shares | Sole | 2025-07-09 | |
| 2021-12-31 | $1,364,914 | 13,905 | Shares | Sole | 2025-07-09 | |
| 2021-09-30 | $1,367,594 | 14,054 | Shares | Sole | 2025-07-09 | |
| 2021-06-30 | $1,372,507 | 14,969 | Shares | Sole | 2025-07-09 | |
| 2021-03-31 | $1,735,002 | 22,341 | Shares | Sole | 2025-07-09 | |
| 2020-12-31 | $1,666,101 | 24,312 | Shares | Sole | 2025-07-08 | |
| 2020-09-30 | $1,081,251 | 22,363 | Shares | Sole | 2025-07-08 | |
| 2020-06-30 | $1,106,939 | 22,918 | Shares | Sole | 2025-07-08 | |
| 2020-03-31 | $1,604,392 | 47,188 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||