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
Q2 		$15M Sell
71,600
-14,400
-17% -$2.85M 0.03% 426
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 $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

PEAK6's MS Position: Q2 2026 in Review

PEAK6 sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 11,081 shares — an estimated $2.19M sold.

PEAK6 first reported a position in MS in Q4 2024 and held it in 6 quarters. The position peaked at $17.2M in Q2 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • PEAK6 reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • PEAK6 sold 11,081 Morgan Stanley shares in Q2 2026, an estimated $2.19M.
  • PEAK6 first reported a position in Morgan Stanley in Q4 2024 and held it in 6 quarters.
  • PEAK6's Morgan Stanley position peaked at $17.2M in Q2 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on PEAK6's 13F filing for Q2 2026, filed 13 Aug 2026.