Position in NUW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,636,065
-$803,763 QoQ
Shares Held
600,561
-8.8% QoQ
Ownership
3.35%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 70 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in NUW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. NUW ranks #246 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in NUW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,636,065 | 600,561 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,439,828 | 658,746 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,549,974 | 737,245 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $10,509,350 | 741,139 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $9,618,296 | 703,092 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $10,445,558 | 760,230 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,070,641 | 741,579 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $8,188,301 | 575,830 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $9,504,078 | 684,732 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $7,323,452 | 542,478 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $7,408,627 | 543,553 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,513,820 | 486,106 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $8,867,259 | 645,831 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,071,460 | 731,406 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,819,848 | 868,468 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,725,279 | 816,853 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,514,708 | 743,089 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,898,332 | 399,616 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,882,250 | 173,839 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,991,132 | 175,433 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,888,231 | 167,143 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,653,840 | 161,034 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,459,772 | 88,848 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,156,680 | 72,383 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,127,457 | 72,042 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,057,329 | 67,561 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||