PAS
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Park Avenue Securities’s Morgan Stanley MS Stock Holding History

Park Avenue Securities’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 		$15.4M Buy
73,558
+3,563
+5% +$706K 0.1% 168
2026
Q1 		$11.5M Buy
69,995
+1,983
+3% +$343K 0.09% 170
2025
Q4 		$12.1M Buy
68,012
+2,651
+4% +$442K 0.1% 160
2025
Q3 		$10.4M Buy
65,361
+1,587
+2% +$234K 0.08% 187
2025
Q2 		$8.98M Buy
63,774
+7,696
+14% +$945K 0.08% 179
2025
Q1 		$6.54M Buy
56,078
+26,778
+91% +$3.45M 0.08% 170
2024
Q4 		$3.68M Buy
29,300
+5,368
+22% +$661K 0.04% 308
2024
Q3 		$2.5M Sell
23,932
-2,461
-9% -$248K 0.03% 374
2024
Q2 		$2.56M Buy
26,393
+2,969
+13% +$283K 0.03% 344
2024
Q1 		$2.21M Sell
23,424
-2,479
-10% -$218K 0.03% 389
2023
Q4 		$2.42M Buy
25,903
+1,863
+8% +$149K 0.03% 325
2023
Q3 		$1.96M Sell
24,040
-56
-0.2% -$4.86K 0.03% 338
2023
Q2 		$2.06M Buy
24,096
+2,481
+11% +$212K 0.03% 313
2023
Q1 		$1.9M Buy
21,615
+166
+0.8% +$15.5K 0.03% 302
2022
Q4 		$1.82M Sell
21,449
-5,967
-22% -$509K 0.03% 331
2022
Q3 		$2.17M Sell
27,416
-854
-3% -$72K 0.04% 251
2022
Q2 		$2.15M Buy
28,270
+124
+0.4% +$10.2K 0.04% 259
2022
Q1 		$2.46M Sell
28,146
-34
-0.1% -$3.28K 0.04% 234
2021
Q4 		$2.77M Buy
28,180
+1,816
+7% +$181K 0.05% 217
2021
Q3 		$2.56M Buy
26,364
+863
+3% +$85.5K 0.05% 199
2021
Q2 		$2.34M Buy
25,501
+3,655
+17% +$313K 0.05% 199
2021
Q1 		$1.7M Buy
21,846
+3,673
+20% +$281K 0.04% 228
2020
Q4 		$1.25M Buy
18,173
+3,832
+27% +$220K 0.03% 245
2020
Q3 		$693K Buy
14,341
+1,459
+11% +$73.5K 0.02% 325
2020
Q2 		$622K Buy
+12,882
New +$541K 0.02% 295
2020
Q1 		– Sell
-6,890
Closed -$352K – 487
2019
Q4 		$352K Buy
6,890
+1,053
+18% +$49.8K 0.01% 426
2019
Q3 		$249K Buy
+5,837
New +$249K 0.01% 446
2019
Q2 		– Sell
-4,917
Closed -$214K – 394
2019
Q1 		$214K Buy
+4,917
New +$207K 0.01% 427

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park Avenue Securities's MS Position: Q2 2026 in Review

Park Avenue Securities increased its Morgan Stanley (MS) stake by 5.1% in Q2 2026, buying an estimated $706K and bringing the position to 73,558 shares worth $15.4M. The position accounts for 0.1% of the portfolio, ranked #168.

Park Avenue Securities first reported a position in MS in Q1 2019 and has held it in 28 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Park Avenue Securities held 73,558 shares of Morgan Stanley worth $15.4M as of Q2 2026.
  • Park Avenue Securities bought 3,563 Morgan Stanley shares in Q2 2026, an estimated $706K.
  • Morgan Stanley made up 0.1% of Park Avenue Securities's portfolio in Q2 2026, its #168 holding.
  • Park Avenue Securities first reported a position in Morgan Stanley in Q1 2019 and has held it in 28 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.