Morgan Stanley
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Morgan Stanley’s Airbnb ABNB Stock Holding History

Morgan Stanley’s Portfolio ABNB Stock Details ABNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.32B Sell
10,426,161
-2,808,700
-21% -$365M 0.08% 223
2025
Q4 		$1.8B Buy
13,234,861
+720,801
+6% +$89.8M 0.11% 162
2025
Q3 		$1.52B Sell
12,514,060
-327,996
-3% -$42.4M 0.09% 193
2025
Q2 		$1.7B Sell
12,842,056
-721,097
-5% -$91.3M 0.11% 164
2025
Q1 		$1.62B Sell
13,563,153
-2,025,536
-13% -$271M 0.12% 160
2024
Q4 		$2.05B Sell
15,588,689
-1,608,352
-9% -$217M 0.14% 120
2024
Q3 		$2.18B Buy
17,197,041
+5,313,951
+45% +$689M 0.16% 115
2024
Q2 		$1.8B Sell
11,883,090
-1,135,033
-9% -$173M 0.14% 135
2024
Q1 		$2.15B Sell
13,018,123
-10,243,935
-44% -$1.55B 0.17% 112
2023
Q4 		$3.17B Buy
23,262,058
+11,857,270
+104% +$1.53B 0.14% 137
2023
Q3 		$1.56B Buy
11,404,788
+6,823,515
+149% +$942M 0.16% 122
2023
Q2 		$587M Buy
4,581,273
+462,096
+11% +$54M 0.06% 312
2023
Q1 		$512M Buy
4,119,177
+444,285
+12% +$50.7M 0.05% 340
2022
Q4 		$314M Sell
3,674,892
-176,478
-5% -$17.8M 0.04% 498
2022
Q3 		$405M Sell
3,851,370
-2,879,105
-43% -$319M 0.06% 336
2022
Q2 		$600M Sell
6,730,475
-2,606,427
-28% -$339M 0.08% 242
2022
Q1 		$1.6B Sell
9,336,902
-2,493,282
-21% -$397M 0.22% 105
2021
Q4 		$1.97B Buy
11,830,184
+3,174,291
+37% +$559M 0.24% 96
2021
Q3 		$1.45B Buy
8,655,893
+5,069,443
+141% +$774M 0.2% 122
2021
Q2 		$549M Buy
3,586,450
+2,115,385
+144% +$332M 0.07% 247
2021
Q1 		$276M Sell
1,471,065
-871,229
-37% -$161M 0.04% 384
2020
Q4 		$344M Buy
+2,342,294
New +$346M 0.05% 307

Other funds holding ABNB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley's ABNB Position: Q1 2026 in Review

Morgan Stanley reduced its Airbnb (ABNB) stake by 21% in Q1 2026, selling an estimated $365M and leaving 10,426,161 shares worth $1.32B. The position accounts for 0.08% of the portfolio, ranked #223.

Morgan Stanley first reported a position in ABNB in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.17B in Q4 2023. 1,290 funds tracked by Wall St. Rank hold ABNB as of Q1 2026.

  • Morgan Stanley held 10,426,161 shares of Airbnb worth $1.32B as of Q1 2026.
  • Morgan Stanley sold 2,808,700 Airbnb shares in Q1 2026, an estimated $365M.
  • Airbnb made up 0.08% of Morgan Stanley's portfolio in Q1 2026, its #223 holding.
  • Morgan Stanley first reported a position in Airbnb in Q4 2020 and has held it in 22 quarters since.
  • Morgan Stanley's Airbnb position peaked at $3.17B in Q4 2023.
  • 1,290 funds tracked by Wall St. Rank held Airbnb as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.