Neumann Capital Management’s Morgan Stanley MS Stock Holding History

Neumann Capital Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$376K	Hold	1,800	–	–	0.25%	48
2026 Q1	$296K	Hold	1,800	–	–	0.09%	92
2025 Q4	$320K	Hold	1,800	–	–	0.09%	91
2025 Q3	$286K	Hold	1,800	–	–	0.08%	94
2025 Q2	$254K	Hold	1,800	–	–	0.08%	95
2025 Q1	$210K	Hold	1,800	–	–	0.07%	99
2024 Q4	$226K	Buy	+1,800	New	+$222K	0.08%	96
2022 Q1	–	Sell	-2,192	Closed	-$215K	–	92
2021 Q4	$215K	Buy	+2,192	New	+$218K	0.09%	87
2021 Q3	–	Sell	-2,370	Closed	-$217K	–	87
2021 Q2	$217K	Buy	+2,370	New	+$203K	0.1%	84

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neumann Capital Management's MS Position: Q2 2026 in Review

Neumann Capital Management held its Morgan Stanley (MS) position steady in Q2 2026 at 1,800 shares worth $376K. The position accounts for 0.25% of the portfolio, ranked #48.

Neumann Capital Management first reported a position in MS in Q2 2021 and has held it in 9 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Neumann Capital Management held 1,800 shares of Morgan Stanley worth $376K as of Q2 2026.
Neumann Capital Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.25% of Neumann Capital Management's portfolio in Q2 2026, its #48 holding.
Neumann Capital Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 9 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.