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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
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 $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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Waters Parkerson & Co's MS Position: Q2 2026 in Review

Waters Parkerson & Co held its Morgan Stanley (MS) position steady in Q2 2026 at 4,050 shares worth $847K. The position accounts for 0.04% of the portfolio, ranked #112.

Waters Parkerson & Co first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 1,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Waters Parkerson & Co held 4,050 shares of Morgan Stanley worth $847K as of Q2 2026.
  • Waters Parkerson & Co left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.04% of Waters Parkerson & Co's portfolio in Q2 2026, its #112 holding.
  • Waters Parkerson & Co first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 1,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.