Newton One Investments’s Morgan Stanley MS Stock Holding History

Newton One Investments’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	$74.2K	Buy	+355	New	+$70.3K	0.02%	60

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Newton One Investments's MS Position: Q2 2026 in Review

Newton One Investments opened a new position in Morgan Stanley (MS) in Q2 2026: 355 shares worth $74.2K. The stake represents 0.02% of the portfolio and ranks #60 among its holdings.

1,967 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Newton One Investments held 355 shares of Morgan Stanley worth $74.2K as of Q2 2026.
Morgan Stanley was a new Newton One Investments position in Q2 2026.
Morgan Stanley made up 0.02% of Newton One Investments's portfolio in Q2 2026, its #60 holding.
1,967 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.