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Park Square Financial Group’s Morgan Stanley MS Stock Holding History

Park Square Financial Group’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 		$16.5K Sell
79
-29
-27% -$5.74K 0.15% 45
2026
Q1 		$17.8K Sell
108
-140
-56% -$24.2K 0.14% 45
2025
Q4 		$31.2K Sell
248
-20
-7% -$3.34K 0.19% 56
2025
Q3 		$42.6K Sell
268
-104
-28% -$15.4K 0.18% 42
2025
Q2 		$52.4K Buy
372
+19
+5% +$2.33K 0.04% 292
2025
Q1 		$41.1K Sell
353
-10
-3% -$1.29K 0.03% 298
2024
Q4 		$45.7K Buy
+363
New +$44.7K 0.03% 285

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

Park Square Financial Group's MS Position: Q2 2026 in Review

Park Square Financial Group reduced its Morgan Stanley (MS) stake by 27% in Q2 2026, selling an estimated $5.74K and leaving 79 shares worth $16.5K. The position accounts for 0.15% of the portfolio, ranked #45.

Park Square Financial Group first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.4K in Q2 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Park Square Financial Group held 79 shares of Morgan Stanley worth $16.5K as of Q2 2026.
  • Park Square Financial Group sold 29 Morgan Stanley shares in Q2 2026, an estimated $5.74K.
  • Morgan Stanley made up 0.15% of Park Square Financial Group's portfolio in Q2 2026, its #45 holding.
  • Park Square Financial Group first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Morgan Stanley position peaked at $52.4K in Q2 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.