PCM
MS icon

Parsons Capital Management’s Morgan Stanley MS Stock Holding History

Parsons Capital 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
2026
Q2 		$2.99M Buy
14,301
+1,971
+16% +$390K 0.14% 155
2026
Q1 		$2.03M Buy
12,330
+419
+4% +$72.5K 0.09% 186
2025
Q4 		$2.11M Buy
11,911
+215
+2% +$35.9K 0.12% 161
2025
Q3 		$1.86M Sell
11,696
-975
-8% -$144K 0.11% 177
2025
Q2 		$1.78M Buy
12,671
+629
+5% +$77.3K 0.11% 172
2025
Q1 		$1.4M Buy
12,042
+388
+3% +$50K 0.08% 207
2024
Q4 		$1.47M Buy
11,654
+21
+0.2% +$2.59K 0.08% 197
2024
Q3 		$1.21M Buy
11,633
+340
+3% +$34.2K 0.08% 218
2024
Q2 		$1.1M Hold
11,293
– – 0.07% 222
2024
Q1 		$1.06M Sell
11,293
-63
-0.6% -$5.55K 0.07% 227
2023
Q4 		$1.06M Sell
11,356
-240
-2% -$19.2K 0.08% 225
2023
Q3 		$947K Buy
11,596
+405
+4% +$35.2K 0.07% 220
2023
Q2 		$956K Buy
11,191
+940
+9% +$80.4K 0.07% 217
2023
Q1 		$900K Buy
10,251
+275
+3% +$25.7K 0.07% 225
2022
Q4 		$848K Buy
9,976
+650
+7% +$55.4K 0.07% 225
2022
Q3 		$737K Buy
9,326
+245
+3% +$20.6K 0.07% 231
2022
Q2 		$691K Sell
9,081
-4,465
-33% -$366K 0.06% 239
2022
Q1 		$1.18M Sell
13,546
-871
-6% -$84K 0.09% 202
2021
Q4 		$1.42M Buy
14,417
+320
+2% +$31.9K 0.1% 183
2021
Q3 		$1.37M Buy
14,097
+775
+6% +$76.8K 0.11% 184
2021
Q2 		$1.22M Buy
13,322
+405
+3% +$34.7K 0.09% 199
2021
Q1 		$1M Buy
12,917
+418
+3% +$32K 0.08% 207
2020
Q4 		$857K Buy
12,499
+6,437
+106% +$369K 0.07% 221
2020
Q3 		$293K Buy
6,062
+375
+7% +$18.9K 0.03% 299
2020
Q2 		$275K Buy
+5,687
New +$239K 0.03% 295

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

Parsons Capital Management's MS Position: Q2 2026 in Review

Parsons Capital Management increased its Morgan Stanley (MS) stake by 16% in Q2 2026, buying an estimated $390K and bringing the position to 14,301 shares worth $2.99M. The position accounts for 0.14% of the portfolio, ranked #155.

Parsons Capital Management first reported a position in MS in Q2 2020 and has held it in 25 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Parsons Capital Management held 14,301 shares of Morgan Stanley worth $2.99M as of Q2 2026.
  • Parsons Capital Management bought 1,971 Morgan Stanley shares in Q2 2026, an estimated $390K.
  • Morgan Stanley made up 0.14% of Parsons Capital Management's portfolio in Q2 2026, its #155 holding.
  • Parsons Capital Management first reported a position in Morgan Stanley in Q2 2020 and has held it in 25 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.