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Peak Planning Group’s Morgan Stanley MS Stock Holding History

Peak Planning Group’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 		$458K Buy
2,191
+7
+0.3% +$1.39K 0.1% 80
2026
Q1 		$359K Buy
2,184
+13
+0.6% +$2.25K 0.1% 87
2025
Q4 		$385K Buy
+2,171
New +$362K 0.11% 87
2025
Q2 		– Sell
-2,135
Closed -$249K – 117
2025
Q1 		$249K Hold
2,135
– – 0.1% 104
2024
Q4 		$268K Hold
2,135
– – 0.11% 98
2024
Q3 		$223K Sell
2,135
-38
-2% -$3.83K 0.1% 103
2024
Q2 		$211K Buy
+2,173
New +$207K 0.1% 103
2022
Q4 		– Sell
-4,149
Closed -$328K – 83
2022
Q3 		$328K Buy
+4,149
New +$350K 0.3% 59

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Peak Planning Group's MS Position: Q2 2026 in Review

Peak Planning Group increased its Morgan Stanley (MS) stake by 0.32% in Q2 2026, buying an estimated $1.39K and bringing the position to 2,191 shares worth $458K. The position accounts for 0.1% of the portfolio, ranked #80.

Peak Planning Group first reported a position in MS in Q3 2022 and has held it in 8 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Peak Planning Group held 2,191 shares of Morgan Stanley worth $458K as of Q2 2026.
  • Peak Planning Group bought 7 Morgan Stanley shares in Q2 2026, an estimated $1.39K.
  • Morgan Stanley made up 0.1% of Peak Planning Group's portfolio in Q2 2026, its #80 holding.
  • Peak Planning Group first reported a position in Morgan Stanley in Q3 2022 and has held it in 8 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.