PWM
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Parkworth Wealth Management’s Morgan Stanley MS Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$4.37K Buy
31
+20
+182% +$2.46K ﹤0.01% 180
2025
Q1 		$1.28K Hold
11
– – ﹤0.01% 223
2024
Q4 		$1.38K Buy
+11
New +$1.35K ﹤0.01% 233

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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

Parkworth Wealth Management's MS Position: Q2 2025 in Review

Parkworth Wealth Management increased its Morgan Stanley (MS) stake by 182% in Q2 2025, buying an estimated $2.46K and bringing the position to 31 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Parkworth Wealth Management first reported a position in MS in Q4 2024 and has held it in 3 quarters since. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Parkworth Wealth Management held 31 shares of Morgan Stanley worth $4.37K as of Q2 2025.
  • Parkworth Wealth Management bought 20 Morgan Stanley shares in Q2 2025, an estimated $2.46K.
  • Morgan Stanley made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #180 holding.
  • Parkworth Wealth Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 3 quarters since.
  • 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.