Neumann Capital Management »

Morgan Stanley shares owned by Neumann Capital Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Neumann Capital Management from 13F filings

Historical chart of Neumann Capital Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Neumann Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $286k 1.8k 158.96
2025-06-30 $254k 1.8k 140.86
2025-03-31 $210k 1.8k 116.67
2024-12-31 $226k 1.8k 125.72
2021-12-31 $215k 2.2k 98.08
2021-06-30 $217k 2.4k 91.56

More positions owned by Neumann Capital Management

NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Oracle Corporation (ORCL)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl A (GOOGL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Index Fds Real Estate Etf (VNQ)
Wisdomtree Tr Intl Smcap Div (DLS)
Bank of America Corporation (BAC)
Spdr Series Trust S&p Divid Etf (SDY)

View all positions for Neumann Capital Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley