MS β€” MORGAN STANLEY COM NEW

Ownership history in ROWLANDMILLER & PARTNERS.ADV  Β·  2 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported MORGAN STANLEY COM NEW (MS) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows MS at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROWLANDMILLER & PARTNERS.ADV's position in MORGAN STANLEY COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MS was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ROWLANDMILLER & PARTNERS.ADV held MS β€” position size vs. price
% of Fund (quarterly)    MS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 611 β€” 0% 0.02% $101 2026-05-15 (Est.) $165.47
2025 Q4 INITIATED 611 β€” β€” 0.02% $108K 2026-02-12 $168.06

FAQ About ROWLANDMILLER & PARTNERS.ADV and MS

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROWLANDMILLER & PARTNERS.ADV reported owning MS?

ROWLANDMILLER & PARTNERS.ADV reported MS across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported MS position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for MS was 0.02% in 2025 Q4.

What is the latest reported MS position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 611 shares, equal to 0.02% of portfolio, with an estimated market value of $101.

What does the chart on this MS ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV's quarterly MS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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