Parthenon LLC’s Morgan Stanley MS Stock Holding History

Parthenon LLC’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 Q3	–	Sell	-1,000	Closed	-$209K	–	130
2026 Q2	$209K	Buy	+1,000	New	+$198K	0.02%	128

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Parthenon LLC's MS Position: Q3 2026 in Review

Parthenon LLC sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 1,000 shares — an estimated $209K sold.

Parthenon LLC first reported a position in MS in Q2 2026 and held it in 1 quarter. The position peaked at $209K in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Parthenon LLC reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
Parthenon LLC sold 1,000 Morgan Stanley shares in Q3 2026, an estimated $209K.
Parthenon LLC first reported a position in Morgan Stanley in Q2 2026 and held it in 1 quarter.
Parthenon LLC's Morgan Stanley position peaked at $209K in Q2 2026.
1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Parthenon LLC's 13F filing for Q3 2026, filed 22 Oct 2026.