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SteelPeak Wealth’s Morgan Stanley MS Stock Holding History

SteelPeak Wealth’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 		$4.48M Buy
21,415
+1,343
+7% +$266K 0.12% 138
2026
Q1 		$3.3M Sell
20,072
-768
-4% -$133K 0.1% 154
2025
Q4 		$3.7M Sell
20,840
-32,281
-61% -$5.38M 0.12% 133
2025
Q3 		$8.44M Buy
53,121
+28,454
+115% +$4.2M 0.28% 83
2025
Q2 		$3.47M Sell
24,667
-36,450
-60% -$4.48M 0.13% 123
2025
Q1 		$7.13M Buy
61,117
+39,772
+186% +$5.12M 0.3% 78
2024
Q4 		$2.68M Sell
21,345
-35,993
-63% -$4.43M 0.11% 145
2024
Q3 		$5.98M Buy
57,338
+35,852
+167% +$3.61M 0.26% 78
2024
Q2 		$2.09M Sell
21,486
-73,452
-77% -$6.99M 0.1% 158
2024
Q1 		$8.94M Buy
94,938
+5,965
+7% +$525K 0.45% 54
2023
Q4 		$8.3M Buy
88,973
+72,541
+441% +$5.8M 0.48% 55
2023
Q3 		$1.34M Sell
16,432
-11,385
-41% -$988K 0.08% 163
2023
Q2 		$2.38M Buy
+27,817
New +$2.38M 0.14% 108
2022
Q4 		– Sell
-4,021
Closed -$318K – 460
2022
Q3 		$318K Sell
4,021
-3,886
-49% -$328K 0.02% 312
2022
Q2 		$601K Sell
7,907
-1,121
-12% -$91.8K 0.04% 229
2022
Q1 		$789K Buy
9,028
+2,049
+29% +$198K 0.04% 212
2021
Q4 		$685K Sell
6,979
-2,427
-26% -$242K 0.04% 215
2021
Q3 		$915K Sell
9,406
-4,303
-31% -$426K 0.06% 172
2021
Q2 		$1.26M Sell
13,709
-6,369
-32% -$546K 0.09% 152
2021
Q1 		$1.56M Sell
20,078
-1,115
-5% -$85.5K 0.12% 125
2020
Q4 		$1.45M Sell
21,193
-1,499
-7% -$86K 0.13% 124
2020
Q3 		$1.1M Sell
22,692
-15,597
-41% -$786K 0.12% 131
2020
Q2 		$1.85M Buy
38,289
+20,302
+113% +$853K 0.23% 86
2020
Q1 		$612K Sell
17,987
-948
-5% -$44.6K 0.1% 141
2019
Q4 		$968K Buy
+18,935
New +$896K 0.13% 132

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SteelPeak Wealth's MS Position: Q2 2026 in Review

SteelPeak Wealth increased its Morgan Stanley (MS) stake by 6.7% in Q2 2026, buying an estimated $266K and bringing the position to 21,415 shares worth $4.48M. The position accounts for 0.12% of the portfolio, ranked #138.

SteelPeak Wealth first reported a position in MS in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.94M in Q1 2024. 949 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • SteelPeak Wealth held 21,415 shares of Morgan Stanley worth $4.48M as of Q2 2026.
  • SteelPeak Wealth bought 1,343 Morgan Stanley shares in Q2 2026, an estimated $266K.
  • Morgan Stanley made up 0.12% of SteelPeak Wealth's portfolio in Q2 2026, its #138 holding.
  • SteelPeak Wealth first reported a position in Morgan Stanley in Q4 2019 and has held it in 25 quarters since.
  • SteelPeak Wealth's Morgan Stanley position peaked at $8.94M in Q1 2024.
  • 949 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.