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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
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 $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

Parsons Capital Management's MS Position: Q1 2026 in Review

Parsons Capital Management increased its Morgan Stanley (MS) stake by 3.5% in Q1 2026, buying an estimated $72.5K and bringing the position to 12,330 shares worth $2.03M. The position accounts for 0.09% of the portfolio, ranked #186.

Parsons Capital Management first reported a position in MS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.11M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Parsons Capital Management held 12,330 shares of Morgan Stanley worth $2.03M as of Q1 2026.
  • Parsons Capital Management bought 419 Morgan Stanley shares in Q1 2026, an estimated $72.5K.
  • Morgan Stanley made up 0.09% of Parsons Capital Management's portfolio in Q1 2026, its #186 holding.
  • Parsons Capital Management first reported a position in Morgan Stanley in Q2 2020 and has held it in 24 quarters since.
  • Parsons Capital Management's Morgan Stanley position peaked at $2.11M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.