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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
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 $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Park Square Financial Group's MS Position: Q1 2026 in Review

Park Square Financial Group reduced its Morgan Stanley (MS) stake by 56% in Q1 2026, selling an estimated $24.2K and leaving 108 shares worth $17.8K. The position accounts for 0.14% of the portfolio, ranked #45.

Park Square Financial Group first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $52.4K in Q2 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Park Square Financial Group held 108 shares of Morgan Stanley worth $17.8K as of Q1 2026.
  • Park Square Financial Group sold 140 Morgan Stanley shares in Q1 2026, an estimated $24.2K.
  • Morgan Stanley made up 0.14% of Park Square Financial Group's portfolio in Q1 2026, its #45 holding.
  • Park Square Financial Group first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Morgan Stanley position peaked at $52.4K in Q2 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.