MSH Capital Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

MSH Capital Advisors’s Portfolio USA Stock Details USA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$292K	Sell	50,190 -770	-2%	-$4.44K	0.05%	265
2026 Q1	$283K	Buy	50,960 +6,000	+13%	+$35.9K	0.06%	229
2025 Q4	$282K	Buy	44,960 +690	+2%	+$4.3K	0.06%	228
2025 Q3	$281K	Hold	44,270	–	–	0.08%	207
2025 Q2	$301K	Buy	44,270 +1,500	+4%	+$9.76K	0.09%	191
2025 Q1	$280K	Buy	42,770 +500	+1%	+$3.45K	0.09%	193
2024 Q4	$294K	Buy	42,270 +770	+2%	+$5.53K	0.09%	188
2024 Q3	$295K	Hold	41,500	–	–	0.09%	195
2024 Q2	$282K	Hold	41,500	–	–	0.09%	191
2024 Q1	$297K	Hold	41,500	–	–	0.1%	176
2023 Q4	$265K	Sell	41,500 -1,015	-2%	-$6.17K	0.1%	177
2023 Q3	$252K	Sell	42,515 -1,000	-2%	-$6.35K	0.1%	182
2023 Q2	$282K	Hold	43,515	–	–	0.1%	180
2023 Q1	$270K	Hold	43,515	–	–	0.12%	168
2022 Q4	$248K	Buy	43,515 +3,500	+9%	+$20.9K	0.11%	175
2022 Q3	$221K	Hold	40,015	–	–	0.11%	174
2022 Q2	$251K	Hold	40,015	–	–	0.12%	163
2022 Q1	$323K	Hold	40,015	–	–	0.13%	151
2021 Q4	$335K	Buy	+40,015	New	+$338K	0.15%	139

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MSH Capital Advisors's USA Position: Q2 2026 in Review

MSH Capital Advisors reduced its Liberty All-Star Equity Fund (USA) stake by 1.5% in Q2 2026, selling an estimated $4.44K and leaving 50,190 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #265.

MSH Capital Advisors first reported a position in USA in Q4 2021 and has held it in 19 quarters since. The position peaked at $335K in Q4 2021. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

MSH Capital Advisors held 50,190 shares of Liberty All-Star Equity Fund worth $292K as of Q2 2026.
MSH Capital Advisors sold 770 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $4.44K.
Liberty All-Star Equity Fund made up 0.05% of MSH Capital Advisors's portfolio in Q2 2026, its #265 holding.
MSH Capital Advisors first reported a position in Liberty All-Star Equity Fund in Q4 2021 and has held it in 19 quarters since.
MSH Capital Advisors's Liberty All-Star Equity Fund position peaked at $335K in Q4 2021.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.