PEAK6
MS icon

PEAK6’s Morgan Stanley MS Stock Holding History

PEAK6’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
Q1 		$14.2M Buy
86,000
+34,200
+66% +$5.92M 0.03% 456
2025
Q4 		$9.2M Buy
51,800
+16,400
+46% +$2.74M 0.02% 682
2025
Q3 		$5.63M Sell
35,400
-10,700
-23% -$1.58M 0.01% 973
2025
Q2 		$6.49M Sell
46,100
-760,800
-94% -$93.4M 0.01% 828
2025
Q1 		$94.1M Buy
806,900
+713,500
+764% +$91.9M 0.21% 89
2024
Q4 		$11.7M Buy
+93,400
New +$11.5M 0.02% 511

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PEAK6's MS Position: Q1 2026 in Review

PEAK6 reduced its Morgan Stanley (MS) stake by 73% in Q1 2026, selling an estimated $5.09M and leaving 11,081 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

PEAK6 first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.2M in Q2 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • PEAK6 held 11,081 shares of Morgan Stanley worth $1.82M as of Q1 2026.
  • PEAK6 sold 29,376 Morgan Stanley shares in Q1 2026, an estimated $5.09M.
  • Morgan Stanley made up ﹤0.01% of PEAK6's portfolio in Q1 2026, its #1414 holding.
  • PEAK6 first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • PEAK6's Morgan Stanley position peaked at $17.2M in Q2 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on PEAK6's 13F filing for Q1 2026, filed 14 May 2026.