PRP
MS icon

Peak Retirement Planning’s Morgan Stanley MS Stock Holding History

Peak Retirement Planning’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 		$311K Buy
1,486
+188
+14% +$37.2K 0.05% 143
2026
Q1 		$214K Buy
+1,298
New +$225K 0.04% 146

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 Retirement Planning's MS Position: Q2 2026 in Review

Peak Retirement Planning increased its Morgan Stanley (MS) stake by 14% in Q2 2026, buying an estimated $37.2K and bringing the position to 1,486 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #143.

Peak Retirement Planning first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Peak Retirement Planning held 1,486 shares of Morgan Stanley worth $311K as of Q2 2026.
  • Peak Retirement Planning bought 188 Morgan Stanley shares in Q2 2026, an estimated $37.2K.
  • Morgan Stanley made up 0.05% of Peak Retirement Planning's portfolio in Q2 2026, its #143 holding.
  • Peak Retirement Planning first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.