Iconiq Capital’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$788K	Buy	5,596 +138	+3%	+$19.4K	0.01%	117
2025 Q1	$637K	Buy	5,458 +1,060	+24%	+$124K	0.01%	134
2024 Q4	$553K	Buy	4,398 +1,992	+83%	+$250K	0.01%	141
2024 Q3	$251K	Buy	+2,406	New	+$251K	0.01%	170