PFA
MS icon

Peak Financial Advisors’s Morgan Stanley MS Stock Holding History

Peak Financial Advisors’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 		$2.16M Buy
+10,315
New +$2.04M 0.89% 34

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Peak Financial Advisors's MS Position: Q2 2026 in Review

Peak Financial Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 10,315 shares worth $2.16M. The stake represents 0.89% of the portfolio and ranks #34 among its holdings.

535 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Peak Financial Advisors held 10,315 shares of Morgan Stanley worth $2.16M as of Q2 2026.
  • Morgan Stanley was a new Peak Financial Advisors position in Q2 2026.
  • Morgan Stanley made up 0.89% of Peak Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • 535 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.