SEC 13F Intelligence

New England Research & Management, Inc. / MS

New England Research & Management, Inc.’s Morgan Stanley Position

Does New England Research & Management, Inc. own Morgan Stanley (MS)? Yes14.4K shares worth $3M (+1.18% of its 13F portfolio) as of Q2 2026, up from 13.9K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
14.4K
% of Portfolio
+1.18%
Quarters Held
30
currently held

Position History MS

Reported value by quarter
Q4 ’18: $439,000Q4 ’18Q1 ’19: $476,000Q2 ’19: $455,000Q3 ’19: $485,000Q4 ’19: $533,000Q4 ’19Q2 ’20: $513,000Q3 ’20: $1MQ4 ’20: $2MQ1 ’21: $3MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $779,000Q3 ’22: $786,000Q4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $2MQ4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ4 ’25: $3MQ1 ’26: $2MQ1 ’26Q2 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202614.4K$3M+1.18%
Q1 202613.9K$2M+0.97%
Q4 202514.9K$3M+1.16%
Q3 202515.3K$2M+1.12%
Q2 202515.5K$2M+1.04%
Q1 202515.7K$2M+0.93%
Q4 202415.2K$2M+0.97%
Q3 202416.9K$2M+0.83%
Q2 202417.0K$2M+0.79%
Q1 202426.2K$2M+1.21%
Q4 202320.5K$2M+1.01%
Q3 202321.4K$2M+1.00%
Q2 202317.0K$1M+0.84%
Q1 202314.0K$1M+0.72%
Q4 202214.2K$1M+0.70%
Q3 20229.9K$786,000+0.50%
Q2 202210.2K$779,000+0.45%
Q1 202225.0K$2M+1.13%
Q4 202122.1K$2M+1.05%
Q3 202123.2K$2M+1.18%
Q2 202121.8K$2M+1.03%
Q1 202134.0K$3M+1.45%
Q4 202031.3K$2M+1.33%
Q3 202024.8K$1M+0.87%
Q2 202010.6K$513,000+0.37%
Q4 201910.4K$533,000+0.36%
Q3 201911.4K$485,000+0.35%
Q2 201910.4K$455,000+0.31%
Q1 201911.3K$476,000+0.32%
Q4 201811.1K$439,000+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See New England Research & Management, Inc.’s full portfolio or all institutional holders of MS.