Waters Parkerson & Co
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Waters Parkerson & Co’s Morgan Stanley MS Stock Holding History

Waters Parkerson & Co’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 		$762K Hold
4,050
– – 0.04% 118
2026
Q2 		$847K Hold
4,050
– – 0.04% 112
2026
Q1 		$667K Hold
4,050
– – 0.03% 117
2025
Q4 		$719K Hold
4,050
– – 0.04% 116
2025
Q3 		$644K Sell
4,050
-50
-1% -$7.38K 0.03% 122
2025
Q2 		$578K Buy
4,100
+1,050
+34% +$129K 0.03% 125
2025
Q1 		$356K Buy
+3,050
New +$393K 0.02% 151

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Waters Parkerson & Co's MS Position: Q3 2026 in Review

Waters Parkerson & Co held its Morgan Stanley (MS) position steady in Q3 2026 at 4,050 shares worth $762K. The position accounts for 0.04% of the portfolio, ranked #118.

Waters Parkerson & Co first reported a position in MS in Q1 2025 and has held it in 7 quarters since. The position peaked at $847K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Waters Parkerson & Co held 4,050 shares of Morgan Stanley worth $762K as of Q3 2026.
  • Waters Parkerson & Co left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.04% of Waters Parkerson & Co's portfolio in Q3 2026, its #118 holding.
  • Waters Parkerson & Co first reported a position in Morgan Stanley in Q1 2025 and has held it in 7 quarters since.
  • Waters Parkerson & Co's Morgan Stanley position peaked at $847K in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Waters Parkerson & Co's 13F filing for Q3 2026, filed 4 Nov 2026.