NEOS Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
102,962
+21,405
| +26% | +$3.02M | 0.18% | 109 |
|
|
2025
Q1 | $9.52M | Buy |
81,557
+4,166
| +5% | +$486K | 0.18% | 117 |
|
|
2024
Q4 | $9.73M | Buy |
77,391
+18,565
| +32% | +$2.33M | 0.23% | 85 |
|
|
2024
Q3 | $6.13M | Buy |
58,826
+12,180
| +26% | +$1.27M | 0.19% | 104 |
|
|
2024
Q2 | $4.53M | Buy |
46,646
+14,940
| +47% | +$1.45M | 0.19% | 100 |
|
|
2024
Q1 | $2.99M | Buy |
31,706
+13,793
| +77% | +$1.3M | 0.19% | 108 |
|
|
2023
Q4 | $1.67M | Buy |
17,913
+3,761
| +27% | +$351K | 0.16% | 129 |
|
|
2023
Q3 | $1.16M | Buy |
+14,152
| New | +$1.16M | 0.15% | 135 |
|