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Paragon Private Wealth Management’s Morgan Stanley MS Stock Holding History

Paragon Private Wealth Management’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 		$512K Buy
2,450
+42
+2% +$8.32K 0.13% 145
2026
Q1 		$396K Buy
2,408
+367
+18% +$63.5K 0.12% 161
2025
Q4 		$362K Buy
2,041
+306
+18% +$51K 0.11% 163
2025
Q3 		$276K Buy
+1,735
New +$256K 0.09% 188

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Paragon Private Wealth Management's MS Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Morgan Stanley (MS) stake by 1.7% in Q2 2026, buying an estimated $8.32K and bringing the position to 2,450 shares worth $512K. The position accounts for 0.13% of the portfolio, ranked #145.

Paragon Private Wealth Management first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 1,204 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Paragon Private Wealth Management held 2,450 shares of Morgan Stanley worth $512K as of Q2 2026.
  • Paragon Private Wealth Management bought 42 Morgan Stanley shares in Q2 2026, an estimated $8.32K.
  • Morgan Stanley made up 0.13% of Paragon Private Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Paragon Private Wealth Management first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 1,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.