Morgan Stanley’s Intelligent Protection Management Corp IPM Stock Holding History

Morgan Stanley’s Portfolio IPM Stock Details IPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$261	Hold	150	–	–	﹤0.01%	7807
2026 Q1	$230	Buy	+150	New	+$259	﹤0.01%	7687
2023 Q1	–	Sell	-1	Closed	-$1	–	7849
2022 Q4	$1	Buy	+1	New	+$1	﹤0.01%	7879
2022 Q3	–	Sell	-1,048	Closed	-$2K	–	7920
2022 Q2	$2K	Sell	1,048 -1,606	-61%	-$3.62K	﹤0.01%	7615
2022 Q1	$7K	Buy	2,654 +2,073	+357%	+$5.58K	﹤0.01%	7516
2021 Q4	$2K	Buy	+581	New	+$2.87K	﹤0.01%	7810

Other funds holding IPM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's IPM Position: Q2 2026 in Review

Morgan Stanley held its Intelligent Protection Management Corp (IPM) position steady in Q2 2026 at 150 shares worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #7807.

Morgan Stanley first reported a position in IPM in Q4 2021 and has held it in 6 quarters since. The position peaked at $7K in Q1 2022. 14 funds tracked by Wall St. Rank hold IPM as of Q2 2026.

Morgan Stanley held 150 shares of Intelligent Protection Management Corp worth $261 as of Q2 2026.
Morgan Stanley left its Intelligent Protection Management Corp share count unchanged in Q2 2026.
Intelligent Protection Management Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7807 holding.
Morgan Stanley first reported a position in Intelligent Protection Management Corp in Q4 2021 and has held it in 6 quarters since.
Morgan Stanley's Intelligent Protection Management Corp position peaked at $7K in Q1 2022.
14 funds tracked by Wall St. Rank held Intelligent Protection Management Corp as of Q2 2026.

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