SW
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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
2024
Q2 		– Hold
0
– -$65.9K – 584
2024
Q1 		– Hold
0
– – – 456
2023
Q4 		– Hold
0
– – – 428
2020
Q4 		– Sell
-1,000
Closed -$48K – 350
2020
Q3 		$48K Hold
1,000
– – 0.01% 284
2020
Q2 		$48K Hold
1,000
– – 0.01% 255
2020
Q1 		$34K Buy
+1,000
New +$47.1K 0.01% 234

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. 953 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.
  • 953 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.