Twin Peaks Wealth Advisors’s Morgan Stanley MS Stock Holding History

Twin Peaks 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	$320K	Buy	1,532 +222	+17%	+$44K	0.07%	156
2026 Q1	$216K	Sell	1,310 -25	-2%	-$4.33K	0.05%	172
2025 Q4	$243K	Buy	+1,335	New	+$223K	0.07%	160
2025 Q3	–	Sell	-1,034	Closed	-$152K	–	1371
2025 Q2	$152K	Buy	+1,034	New	+$127K	0.05%	179

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

Twin Peaks Wealth Advisors's MS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Morgan Stanley (MS) stake by 17% in Q2 2026, buying an estimated $44K and bringing the position to 1,532 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #156.

Twin Peaks Wealth Advisors first reported a position in MS in Q2 2025 and has held it in 4 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Twin Peaks Wealth Advisors held 1,532 shares of Morgan Stanley worth $320K as of Q2 2026.
Twin Peaks Wealth Advisors bought 222 Morgan Stanley shares in Q2 2026, an estimated $44K.
Morgan Stanley made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #156 holding.
Twin Peaks Wealth Advisors first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.