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Park Edge Advisors’s Morgan Stanley MS Stock Holding History

Park Edge Advisors’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 		$2.55M Buy
12,222
+59
+0.5% +$11.7K 0.54% 38
2026
Q1 		$2M Buy
12,163
+8,332
+217% +$1.44M 0.46% 38
2025
Q4 		$680K Sell
3,831
-45
-1% -$7.51K 0.15% 90
2025
Q3 		$616K Sell
3,876
-269
-6% -$39.7K 0.14% 87
2025
Q2 		$584K Buy
4,145
+28
+0.7% +$3.44K 0.15% 88
2025
Q1 		$480K Buy
4,117
+1,596
+63% +$206K 0.13% 88
2024
Q4 		$317K Sell
2,521
-490
-16% -$60.3K 0.09% 110
2024
Q3 		$314K Buy
3,011
+22
+0.7% +$2.22K 0.09% 115
2024
Q2 		$290K Buy
2,989
+21
+0.7% +$2K 0.09% 114
2024
Q1 		$279K Buy
2,968
+22
+0.7% +$1.94K 0.08% 105
2023
Q4 		$275K Sell
2,946
-5,314
-64% -$425K 0.1% 98
2023
Q3 		$675K Buy
8,260
+163
+2% +$14.2K 0.24% 51
2023
Q2 		$692K Sell
8,097
-2,375
-23% -$203K 0.23% 43
2023
Q1 		$919K Buy
10,472
+2,884
+38% +$269K 0.35% 30
2022
Q4 		$645K Buy
+7,588
New +$647K 0.28% 38

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Park Edge Advisors's MS Position: Q2 2026 in Review

Park Edge Advisors increased its Morgan Stanley (MS) stake by 0.49% in Q2 2026, buying an estimated $11.7K and bringing the position to 12,222 shares worth $2.55M. The position accounts for 0.54% of the portfolio, ranked #38.

Park Edge Advisors first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Park Edge Advisors held 12,222 shares of Morgan Stanley worth $2.55M as of Q2 2026.
  • Park Edge Advisors bought 59 Morgan Stanley shares in Q2 2026, an estimated $11.7K.
  • Morgan Stanley made up 0.54% of Park Edge Advisors's portfolio in Q2 2026, its #38 holding.
  • Park Edge Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.