NewSquare Capital’s Morgan Stanley MS Stock Holding History

NewSquare Capital’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	$297K	Buy	+1,421	New	+$281K	0.02%	206
2025 Q3	–	Sell	-958	Closed	-$135K	–	828
2025 Q2	$135K	Buy	958 +521	+119%	+$64K	0.01%	199
2025 Q1	$51K	Buy	437 +392	+871%	+$50.5K	﹤0.01%	238
2024 Q4	$5.66K	Buy	+45	New	+$5.54K	﹤0.01%	351
2023 Q4	–	Sell	-22	Closed	-$1.8K	–	587
2023 Q3	$1.8K	Buy	+22	New	+$1.91K	﹤0.01%	460
2023 Q2	–	Sell	-161	Closed	-$14.1K	–	909
2023 Q1	$14.1K	Buy	+161	New	+$15K	﹤0.01%	310
2022 Q1	–	Sell	-198	Closed	-$19K	–	434
2021 Q4	$19K	Hold	198	–	–	﹤0.01%	243
2021 Q3	$19K	Hold	198	–	–	﹤0.01%	239
2021 Q2	$18K	Hold	198	–	–	﹤0.01%	236
2021 Q1	$15K	Hold	198	–	–	﹤0.01%	212
2020 Q4	$14K	Buy	198 +89	+82%	+$5.11K	﹤0.01%	215
2020 Q3	$5K	Sell	109 -30	-22%	-$1.51K	﹤0.01%	261
2020 Q2	$7K	Buy	139 +30	+28%	+$1.26K	﹤0.01%	240
2020 Q1	$4K	Hold	109	–	–	﹤0.01%	294
2019 Q4	$6K	Hold	109	–	–	﹤0.01%	245
2019 Q3	$5K	Hold	109	–	–	﹤0.01%	227
2019 Q2	$5K	Sell	109 -25	-19%	-$1.11K	﹤0.01%	291
2019 Q1	$6K	Buy	134 +25	+23%	+$1.05K	﹤0.01%	268
2018 Q4	$4K	Hold	109	–	–	﹤0.01%	278
2018 Q3	$5K	Hold	109	–	–	﹤0.01%	271
2018 Q2	$5K	Hold	109	–	–	﹤0.01%	267
2018 Q1	$6K	Hold	109	–	–	﹤0.01%	261
2017 Q4	$6K	Buy	+109	New	+$5.51K	﹤0.01%	263

Other funds holding MS

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

NewSquare Capital's MS Position: Q2 2026 in Review

NewSquare Capital opened a new position in Morgan Stanley (MS) in Q2 2026: 1,421 shares worth $297K. The stake represents 0.02% of the portfolio and ranks #206 among its holdings. This is a return to the name: NewSquare Capital previously reported a position in MS as recently as Q2 2025.

NewSquare Capital first reported a position in MS in Q4 2017 and has held it in 23 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

NewSquare Capital held 1,421 shares of Morgan Stanley worth $297K as of Q2 2026.
Morgan Stanley was a new NewSquare Capital position in Q2 2026.
Morgan Stanley made up 0.02% of NewSquare Capital's portfolio in Q2 2026, its #206 holding.
NewSquare Capital first reported a position in Morgan Stanley in Q4 2017 and has held it in 23 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.