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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
Q1 		– Sell
-45,300
Closed -$8.04M – 222
2025
Q4 		$8.04M Sell
45,300
-38,300
-46% -$6.39M 0.03% 134
2025
Q3 		$13.3M Sell
83,600
-65,000
-44% -$9.6M 0.06% 107
2025
Q2 		$20.9M Buy
148,600
+44,000
+42% +$5.4M 0.09% 91
2025
Q1 		$12.2M Buy
+104,600
New +$13.5M 0.13% 84

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

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.