Park Circle Company’s Morgan Stanley MS Stock Holding History

Park Circle Company’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 Q1	$132K	Hold	800	–	–	0.12%	44
2025 Q4	$142K	Hold	800	–	–	0.12%	44
2025 Q3	$127K	Hold	800	–	–	0.11%	52
2025 Q2	$113K	Hold	800	–	–	0.1%	61
2025 Q1	$93.3K	Hold	800	–	–	0.08%	64
2024 Q4	$101K	Hold	800	–	–	0.09%	61
2024 Q3	$83.4K	Hold	800	–	–	0.07%	61
2024 Q2	$77.8K	Hold	800	–	–	0.07%	66
2024 Q1	$75.3K	Hold	800	–	–	0.07%	66
2023 Q4	$74.6K	Sell	800 -5,600	-88%	-$448K	0.07%	74
2023 Q3	$523K	Hold	6,400	–	–	0.49%	42
2023 Q2	$547K	Hold	6,400	–	–	0.51%	39
2023 Q1	$562K	Buy	6,400 +5,600	+700%	+$523K	0.54%	37
2022 Q4	$68K	Hold	800	–	–	0.06%	69
2022 Q3	$63K	Hold	800	–	–	0.06%	83
2022 Q2	$61K	Hold	800	–	–	0.05%	90
2022 Q1	$70K	Hold	800	–	–	0.06%	78
2021 Q4	$79K	Hold	800	–	–	0.06%	81
2021 Q3	$78K	Hold	800	–	–	0.06%	81
2021 Q2	$73K	Hold	800	–	–	0.06%	71
2021 Q1	$62K	Hold	800	–	–	0.05%	65
2020 Q4	$55K	Hold	800	–	–	0.05%	65
2020 Q3	$39K	Hold	800	–	–	0.04%	64
2020 Q2	$39K	Hold	800	–	–	0.05%	55
2020 Q1	$27K	Hold	800	–	–	0.03%	62
2019 Q4	$41K	Hold	800	–	–	0.03%	73
2019 Q3	$34K	Hold	800	–	–	0.02%	81
2019 Q2	$35K	Hold	800	–	–	0.02%	73
2019 Q1	$34K	Hold	800	–	–	0.02%	67
2018 Q4	$32K	Hold	800	–	–	0.03%	56
2018 Q3	$37K	Hold	800	–	–	0.02%	64
2018 Q2	$38K	Hold	800	–	–	0.02%	64
2018 Q1	$43K	Hold	800	–	–	0.03%	65
2017 Q4	$42K	Hold	800	–	–	0.02%	64
2017 Q3	$39K	Hold	800	–	–	0.02%	70
2017 Q2	$36K	Hold	800	–	–	0.02%	74
2017 Q1	$34K	Hold	800	–	–	0.02%	73
2016 Q4	$34K	Hold	800	–	–	0.02%	82
2016 Q3	$26K	Hold	800	–	–	0.02%	87
2016 Q2	$21K	Hold	800	–	–	0.02%	82
2016 Q1	$20K	Hold	800	–	–	0.02%	82
2015 Q4	$25K	Hold	800	–	–	0.02%	78
2015 Q3	$25K	Hold	800	–	–	0.02%	80
2015 Q2	$31K	Hold	800	–	–	0.02%	79
2015 Q1	$29K	Hold	800	–	–	0.02%	71
2014 Q4	$31K	Hold	800	–	–	0.02%	69
2014 Q3	$28K	Hold	800	–	–	0.02%	74
2014 Q2	$26K	Buy	+800	New	+$24.7K	0.02%	68

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Park Circle Company's MS Position: Q1 2026 in Review

Park Circle Company held its Morgan Stanley (MS) position steady in Q1 2026 at 800 shares worth $132K. The position accounts for 0.12% of the portfolio, ranked #44.

Park Circle Company first reported a position in MS in Q2 2014 and has held it in 48 quarters since. The position peaked at $562K in Q1 2023. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Park Circle Company held 800 shares of Morgan Stanley worth $132K as of Q1 2026.
Park Circle Company left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.12% of Park Circle Company's portfolio in Q1 2026, its #44 holding.
Park Circle Company first reported a position in Morgan Stanley in Q2 2014 and has held it in 48 quarters since.
Park Circle Company's Morgan Stanley position peaked at $562K in Q1 2023.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Park Circle Company's 13F filing for Q1 2026, filed 14 May 2026.