Regent Peak Wealth Advisors’s Morgan Stanley MS Stock Holding History

Regent Peak Wealth 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	$421K	Sell	2,014 -45	-2%	-$8.91K	0.08%	117
2026 Q1	$339K	Buy	2,059 +330	+19%	+$57.1K	0.07%	131
2025 Q4	$307K	Buy	1,729 +62	+4%	+$10.3K	0.06%	134
2025 Q3	$265K	Buy	+1,667	New	+$246K	0.05%	145
2025 Q1	–	Sell	-1,610	Closed	-$202K	–	185
2024 Q4	$202K	Buy	+1,610	New	+$198K	0.05%	169
2021 Q1	–	Sell	-805	Closed	-$55K	–	663
2020 Q4	$55K	Buy	+805	New	+$46.2K	0.02%	298

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Regent Peak Wealth Advisors's MS Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Morgan Stanley (MS) stake by 2.2% in Q2 2026, selling an estimated $8.91K and leaving 2,014 shares worth $421K. The position accounts for 0.08% of the portfolio, ranked #117.

Regent Peak Wealth Advisors first reported a position in MS in Q4 2020 and has held it in 6 quarters since. 529 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Regent Peak Wealth Advisors held 2,014 shares of Morgan Stanley worth $421K as of Q2 2026.
Regent Peak Wealth Advisors sold 45 Morgan Stanley shares in Q2 2026, an estimated $8.91K.
Morgan Stanley made up 0.08% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #117 holding.
Regent Peak Wealth Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 6 quarters since.
529 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.