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Peak Retirement Planning »

Morgan Stanley shares owned by Peak Retirement Planning

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Peak Retirement Planning from 13F filings

Historical chart of Peak Retirement Planning investment in Morgan Stanley

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All positions including Morgan Stanley held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Peak Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$214k	1.3k	164.52

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iShares 0-3 Month Treasury Bond Exchange Traded Fund (SGOV)

Vanguard FTSE Developed Markets Exchange Traded Fund (VEA)

Vanguard FTSE Emerging Markets Exchange Traded Fund (VWO)

SPDR Gold MiniShares Exchange Traded Fund (TIPX)

State Street Energy Select Sector SPDR Exchange Traded Fund (XLE)

State Street Materials Select Sector SPDR Exchange Traded Fund (XLB)

State Street Communication Services Select Sector SPDR Exchange Traded Fund (XLC)

State Street Consumer Staples Select Sector SPDR Exchange Traded Fund (XLP)

State Street Health Care Select Sector SPDR Exchange Traded Fund (XLV)

Invesco QQQ Exchange Traded Fund (QQQ)

Vanguard Small-Cap Value Exchange Traded Fund (VBR)

Vanguard Small-Cap Growth Exchange Traded Fund (VBK)

Vanguard Value Exchange Traded Fund (VTV)

Vanguard Mid-Cap Value Exchange Traded Fund (VOE)

Vanguard Small-Cap Exchange Traded Fund (VB)

View all positions for Peak Retirement Planning

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group

State Street Corporation

Vanguard Capital Management

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Geode Capital Management

Fisher Investments

Capital Research Global Investors

Goldman Sachs Group

Bank of America Corporation

Wellington Management Company

Ameriprise Financial

View all funds holding Morgan Stanley

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