Newman Dignan & Sheerar Inc’s Morgan Stanley MS Stock Holding History

Newman Dignan & Sheerar Inc’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	$714K	Hold	3,418	–	–	0.14%	107
2026 Q1	$563K	Buy	3,418 +90	+3%	+$15.6K	0.12%	116
2025 Q4	$591K	Buy	3,328 +1,000	+43%	+$167K	0.12%	109
2025 Q3	$370K	Hold	2,328	–	–	0.08%	139
2025 Q2	$328K	Hold	2,328	–	–	0.08%	150
2025 Q1	$272K	Hold	2,328	–	–	0.07%	145
2024 Q4	$293K	Hold	2,328	–	–	0.08%	143
2024 Q3	$277K	Hold	2,328	–	–	0.07%	152
2024 Q2	$226K	Hold	2,328	–	–	0.06%	161
2024 Q1	$219K	Hold	2,328	–	–	0.06%	167
2023 Q4	$217K	Buy	+2,328	New	+$186K	0.07%	161
2022 Q1	–	Sell	-2,085	Closed	-$205K	–	207
2021 Q4	$205K	Buy	+2,085	New	+$208K	0.06%	189

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

Newman Dignan & Sheerar Inc's MS Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc held its Morgan Stanley (MS) position steady in Q2 2026 at 3,418 shares worth $714K. The position accounts for 0.14% of the portfolio, ranked #107.

Newman Dignan & Sheerar Inc first reported a position in MS in Q4 2021 and has held it in 12 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Newman Dignan & Sheerar Inc held 3,418 shares of Morgan Stanley worth $714K as of Q2 2026.
Newman Dignan & Sheerar Inc left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.14% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #107 holding.
Newman Dignan & Sheerar Inc first reported a position in Morgan Stanley in Q4 2021 and has held it in 12 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.