PMWMG
MS icon

Parr McKnight Wealth Management Group’s Morgan Stanley MS Stock Holding History

Parr McKnight Wealth Management 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 		$1.57M Buy
9,527
+1,521
+19% +$263K 0.21% 134
2025
Q4 		$1.42M Buy
+8,006
New +$1.34M 0.19% 131

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

Parr McKnight Wealth Management Group's MS Position: Q1 2026 in Review

Parr McKnight Wealth Management Group increased its Morgan Stanley (MS) stake by 19% in Q1 2026, buying an estimated $263K and bringing the position to 9,527 shares worth $1.57M. The position accounts for 0.21% of the portfolio, ranked #134.

Parr McKnight Wealth Management Group first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Parr McKnight Wealth Management Group held 9,527 shares of Morgan Stanley worth $1.57M as of Q1 2026.
  • Parr McKnight Wealth Management Group bought 1,521 Morgan Stanley shares in Q1 2026, an estimated $263K.
  • Morgan Stanley made up 0.21% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #134 holding.
  • Parr McKnight Wealth Management Group first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.