PPW
MS icon

Parcion Private Wealth’s Morgan Stanley MS Stock Holding History

Parcion Private Wealth’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 		$2.49M Buy
11,897
+1,221
+11% +$242K 0.14% 102
2026
Q1 		$1.76M Buy
10,676
+63
+0.6% +$10.9K 0.11% 117
2025
Q4 		$1.88M Buy
10,613
+42
+0.4% +$7.01K 0.11% 104
2025
Q3 		$1.68M Buy
10,571
+643
+6% +$94.9K 0.1% 106
2025
Q2 		$1.4M Sell
9,928
-1,343
-12% -$165K 0.1% 106
2025
Q1 		$1.31M Buy
11,271
+69
+0.6% +$8.89K 0.11% 110
2024
Q4 		$1.41M Buy
11,202
+150
+1% +$18.5K 0.11% 104
2024
Q3 		$1.15M Buy
11,052
+1,769
+19% +$178K 0.1% 114
2024
Q2 		$902K Sell
9,283
-85
-0.9% -$8.09K 0.08% 114
2024
Q1 		$882K Sell
9,368
-100
-1% -$8.81K 0.08% 115
2023
Q4 		$883K Hold
9,468
– – 0.08% 110
2023
Q3 		$773K Hold
9,468
– – 0.08% 115
2023
Q2 		$809K Sell
9,468
-43
-0.5% -$3.68K 0.08% 114
2023
Q1 		$835K Sell
9,511
-127
-1% -$11.9K 0.09% 116
2022
Q4 		$819K Buy
9,638
+100
+1% +$8.52K 0.09% 118
2022
Q3 		$753K Hold
9,538
– – 0.08% 124
2022
Q2 		$785K Buy
9,538
+136
+1% +$11.1K 0.08% 138
2022
Q1 		$827K Sell
9,402
-63
-0.7% -$6.08K 0.08% 114
2021
Q4 		$936K Sell
9,465
-2,303
-20% -$229K 0.08% 106
2021
Q3 		$1.2M Sell
11,768
-17
-0.1% -$1.68K 0.11% 111
2021
Q2 		$1.08M Hold
11,785
– – 0.11% 111
2021
Q1 		$915K Hold
11,785
– – 0.1% 115
2020
Q4 		$808K Buy
11,785
+286
+2% +$16.4K 0.11% 107
2020
Q3 		$552K Buy
11,499
+53
+0.5% +$2.67K 0.08% 122
2020
Q2 		$559K Buy
11,446
+3,330
+41% +$140K 0.09% 119
2020
Q1 		$276K Buy
8,116
+2,816
+53% +$133K 0.08% 144
2019
Q4 		$271K Buy
+5,300
New +$251K 0.06% 166

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Parcion Private Wealth's MS Position: Q2 2026 in Review

Parcion Private Wealth increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $242K and bringing the position to 11,897 shares worth $2.49M. The position accounts for 0.14% of the portfolio, ranked #102.

Parcion Private Wealth first reported a position in MS in Q4 2019 and has held it in 27 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Parcion Private Wealth held 11,897 shares of Morgan Stanley worth $2.49M as of Q2 2026.
  • Parcion Private Wealth bought 1,221 Morgan Stanley shares in Q2 2026, an estimated $242K.
  • Morgan Stanley made up 0.14% of Parcion Private Wealth's portfolio in Q2 2026, its #102 holding.
  • Parcion Private Wealth first reported a position in Morgan Stanley in Q4 2019 and has held it in 27 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.