Rokos Capital Management (UK)’s Morgan Stanley MS Stock Holding History

Rokos Capital Management (UK)’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	$14.5M	Sell	69,301 -167,420	-71%	-$33.2M	0.05%	101
2026 Q1	$39M	Sell	236,721 -388,241	-62%	-$67.2M	0.29%	64
2025 Q4	$111M	Buy	624,962 +593,570	+1,891%	+$99M	0.43%	29
2025 Q3	$4.99M	Sell	31,392 -1,199,074	-97%	-$177M	0.02%	138
2025 Q2	$173M	Buy	1,230,466 +40,237	+3%	+$4.94M	0.75%	21
2025 Q1	$139M	Buy	1,190,229 +377,032	+46%	+$48.6M	1.44%	19
2024 Q4	$102M	Buy	+813,197	New	+$100M	1.02%	21
2024 Q3	–	Sell	-84,301	Closed	-$8.19M	–	103
2024 Q2	$8.19M	Sell	84,301 -353,518	-81%	-$33.7M	0.05%	83
2024 Q1	$41.2M	Buy	+437,819	New	+$38.6M	0.22%	41

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Rokos Capital Management (UK)'s MS Position: Q2 2026 in Review

Rokos Capital Management (UK) reduced its Morgan Stanley (MS) stake by 71% in Q2 2026, selling an estimated $33.2M and leaving 69,301 shares worth $14.5M. The position accounts for 0.05% of the portfolio, ranked #101.

Rokos Capital Management (UK) first reported a position in MS in Q1 2024 and has held it in 9 quarters since. The position peaked at $173M in Q2 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Rokos Capital Management (UK) held 69,301 shares of Morgan Stanley worth $14.5M as of Q2 2026.
Rokos Capital Management (UK) sold 167,420 Morgan Stanley shares in Q2 2026, an estimated $33.2M.
Morgan Stanley made up 0.05% of Rokos Capital Management (UK)'s portfolio in Q2 2026, its #101 holding.
Rokos Capital Management (UK) first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
Rokos Capital Management (UK)'s Morgan Stanley position peaked at $173M in Q2 2025.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Rokos Capital Management (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.