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Equibles

MORGAN STANLEY

Position in NOA — North American Construction Group Ltd.

CIK 895421 NEW YORK, NY
Back to NOA Full portfolio

Position in NOA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$10,195,938
+$7,608,604 QoQ
Shares Held
766,612
+299.4% QoQ
Ownership
2.85%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 70 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NOA Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Equipment & Services

Energy · as of Jun 30, 2026

MORGAN STANLEY holds $4,360,418,736 across 45 Oil & Gas Equipment & Services names. NOA ranks #26 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SLB
Slb Limited/Nv
 37,748,422 $1,754,924,130
2 BKR
Baker Hughes Co
 12,761,572 $708,267,243
3 HAL
Halliburton Co
 16,656,929 $565,502,735
4 FTI
TechnipFMC plc
 3,007,839 $199,419,718
5 SEI
Solaris Energy Infrastructure, Inc.
 2,024,283 $162,873,807
6 KGS
Kodiak Gas Services, Inc.
 1,261,964 $94,811,352
7 AROC
Archrock, Inc.
 2,152,724 $87,637,389
8 USAC
USA Compression Partners, LP
 2,835,850 $74,838,080

All Filings in NOA

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,195,938 766,612
2026-03-31 $2,587,334 191,939
2025-12-31 $1,903,593 132,470
2025-09-30 $338,468 23,836
2025-06-30 $667,594 41,777
2025-03-31 $753,513 47,721
2024-12-31 $1,290,244 59,706
2024-09-30 $2,258,491 120,775
2024-06-30 $4,849,786 251,545
2024-03-31 $1,240,036 55,657
2023-12-31 $956,553 45,878
2023-09-30 $1,961,900 90,327
2023-06-30 $936,717 48,966
2023-03-31 $407,879 24,424
2022-12-31 $897,700 67,143
2022-09-30 $628,297 65,653
2022-06-30 $1,057,962 95,830
2022-03-31 $1,861,936 128,943
2021-12-31 $1,622,992 107,483
2021-09-30 $1,445,488 98,199
2021-06-30 $2,444,177 161,013
2021-03-31 $3,011,182 280,110
2020-12-31 $1,395,056 141,200
2020-09-30 $253,616 38,958
2020-06-30 $776,991 124,120
2020-03-31 $723,498 142,421