Morgan Stanley
IPEX

Morgan Stanley’s Inflection Point Acquisition Corp V IPEX Stock Holding History

Morgan Stanley’s Portfolio IPEX Stock Details IPEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$631 Sell
60
-9
-13% -$94 ﹤0.01% 7599
2026
Q1 		$718 Buy
69
+32
+86% +$331 ﹤0.01% 7529
2025
Q4 		$380 Sell
37
-3
-8% -$31 ﹤0.01% 7555
2025
Q3 		$410 Buy
40
+8
+25% +$81 ﹤0.01% 7523
2025
Q2 		$324 Buy
32
+15
+88% +$150 ﹤0.01% 7509
2025
Q1 		$169 Buy
+17
New +$168 ﹤0.01% 7491

Other funds holding IPEX

WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley's IPEX Position: Q2 2026 in Review

Morgan Stanley reduced its Inflection Point Acquisition Corp V (IPEX) stake by 13% in Q2 2026, selling an estimated $94 and leaving 60 shares worth $631. The position accounts for ﹤0.01% of the portfolio, ranked #7599.

Morgan Stanley first reported a position in IPEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $718 in Q1 2026. 33 funds tracked by Wall St. Rank hold IPEX as of Q2 2026.

  • Morgan Stanley held 60 shares of Inflection Point Acquisition Corp V worth $631 as of Q2 2026.
  • Morgan Stanley sold 9 Inflection Point Acquisition Corp V shares in Q2 2026, an estimated $94.
  • Inflection Point Acquisition Corp V made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7599 holding.
  • Morgan Stanley first reported a position in Inflection Point Acquisition Corp V in Q1 2025 and has held it in 6 quarters since.
  • Morgan Stanley's Inflection Point Acquisition Corp V position peaked at $718 in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Inflection Point Acquisition Corp V as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.