Parkside Investments’s Morgan Stanley MS Stock Holding History

Parkside Investments’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	$418K	Sell	2,000 -1,500	-43%	-$297K	0.05%	82
2026 Q1	$576K	Sell	3,500 -1,500	-30%	-$260K	0.07%	82
2025 Q4	$888K	Sell	5,000 -2,000	-29%	-$334K	0.11%	71
2025 Q3	$1.11M	Sell	7,000 -500	-7%	-$73.8K	0.14%	64
2025 Q2	$1.06M	Sell	7,500 -500	-6%	-$61.4K	0.14%	64
2025 Q1	$933K	Buy	8,000 +2,000	+33%	+$258K	0.14%	66
2024 Q4	$754K	Sell	6,000 -6,000	-50%	-$739K	0.11%	70
2024 Q3	$1.25M	Buy	12,000 +2,000	+20%	+$201K	0.19%	56
2024 Q2	$972K	Sell	10,000 -2,000	-17%	-$190K	0.15%	63
2024 Q1	$1.13M	Hold	12,000	–	–	0.18%	62
2023 Q4	$1.12M	Buy	12,000 +4,000	+50%	+$320K	0.19%	62
2023 Q3	$653K	Buy	8,000 +1,000	+14%	+$86.8K	0.12%	70
2023 Q2	$598K	Hold	7,000	–	–	0.11%	70
2023 Q1	$615K	Sell	7,000 -8,000	-53%	-$747K	0.12%	75
2022 Q4	$1.28M	Hold	15,000	–	–	0.25%	57
2022 Q3	$1.19M	Buy	15,000 +3,000	+25%	+$253K	0.25%	53
2022 Q2	$912K	Sell	12,000 -2,400	-17%	-$197K	0.19%	62
2022 Q1	$1.26M	Buy	14,400 +2,400	+20%	+$232K	0.25%	60
2021 Q4	$1.18M	Buy	12,000 +3,000	+33%	+$299K	0.23%	61
2021 Q3	$875K	Sell	9,000 -6,000	-40%	-$594K	0.18%	66
2021 Q2	$1.38M	Sell	15,000 -3,000	-17%	-$257K	0.26%	63
2021 Q1	$1.4M	Hold	18,000	–	–	0.29%	64
2020 Q4	$1.23M	Hold	18,000	–	–	0.27%	66
2020 Q3	$870K	Hold	18,000	–	–	0.23%	73
2020 Q2	$869K	Hold	18,000	–	–	0.23%	75
2020 Q1	$612K	Buy	18,000 +2,000	+13%	+$94.2K	0.2%	78
2019 Q4	$817K	Sell	16,000 -76	-0.5%	-$3.6K	0.2%	78
2019 Q3	$686K	Hold	16,076	–	–	0.18%	74
2019 Q2	$704K	Buy	+16,076	New	+$717K	0.18%	80
2018 Q4	–	Sell	-76	Closed	-$3K	–	141
2018 Q3	$3K	Buy	+76	New	+$3.71K	﹤0.01%	148

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Parkside Investments's MS Position: Q2 2026 in Review

Parkside Investments reduced its Morgan Stanley (MS) stake by 43% in Q2 2026, selling an estimated $297K and leaving 2,000 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #82.

Parkside Investments first reported a position in MS in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.4M in Q1 2021. 955 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Parkside Investments held 2,000 shares of Morgan Stanley worth $418K as of Q2 2026.
Parkside Investments sold 1,500 Morgan Stanley shares in Q2 2026, an estimated $297K.
Morgan Stanley made up 0.05% of Parkside Investments's portfolio in Q2 2026, its #82 holding.
Parkside Investments first reported a position in Morgan Stanley in Q3 2018 and has held it in 30 quarters since.
Parkside Investments's Morgan Stanley position peaked at $1.4M in Q1 2021.
955 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.