Morgan Stanley
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Morgan Stanley’s Abacus Global Management ABX Stock Holding History

Morgan Stanley’s Portfolio ABX Stock Details ABX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.97M Buy
1,112,482
+112,614
+11% +$1.1M ﹤0.01% 3800
2026
Q2 		$10.7M Sell
999,868
-54,780
-5% -$500K ﹤0.01% 3632
2026
Q1 		$8.31M Buy
1,054,648
+847,166
+408% +$7.35M ﹤0.01% 3720
2025
Q4 		$1.77M Buy
207,482
+94,131
+83% +$619K ﹤0.01% 4893
2025
Q3 		$650K Buy
113,351
+6,131
+6% +$36.4K ﹤0.01% 5397
2025
Q2 		$551K Buy
107,220
+12,365
+13% +$91.3K ﹤0.01% 5422
2025
Q1 		$710K Buy
94,855
+75,753
+397% +$575K ﹤0.01% 5167
2024
Q4 		$150K Buy
19,102
+17,620
+1,189% +$151K ﹤0.01% 5887
2024
Q3 		$15K Buy
1,482
+482
+48% +$4.73K ﹤0.01% 6597
2024
Q2 		$8.65K Buy
1,000
+329
+49% +$3.69K ﹤0.01% 6721
2024
Q1 		$8.17K Sell
671
-964
-59% -$11.4K ﹤0.01% 6771
2023
Q4 		$15.8K Sell
1,635
-222
-12% -$1.56K ﹤0.01% 6508
2023
Q3 		$12.7K Buy
+1,857
New +$13.7K ﹤0.01% 6646
2022
Q2 		– Sell
-3,996
Closed -$40K – 7771
2022
Q1 		$40K Sell
3,996
-600
-13% -$5.93K ﹤0.01% 6798
2021
Q4 		$45K Hold
4,596
– – ﹤0.01% 6858
2021
Q3 		$45K Hold
4,596
– – ﹤0.01% 6766
2021
Q2 		$45K Sell
4,596
-854
-16% -$8.38K ﹤0.01% 6708
2021
Q1 		$53K Buy
5,450
+5,357
+5,760% +$54.7K ﹤0.01% 6327
2020
Q4 		$1K Buy
+93
New +$913 ﹤0.01% 6928

Other funds holding ABX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $232M AUM 38.39% 1-Year Est. Return
CSM Advisors
CSM Advisors Warrendale, Pennsylvania $4.64B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Morgan Stanley's ABX Position: Q3 2026 in Review

Morgan Stanley increased its Abacus Global Management (ABX) stake by 11% in Q3 2026, buying an estimated $1.1M and bringing the position to 1,112,482 shares worth $8.97M. The position accounts for ﹤0.01% of the portfolio, ranked #3800.

Morgan Stanley first reported a position in ABX in Q4 2020 and has held it in 19 quarters since. The position peaked at $10.7M in Q2 2026. 106 funds tracked by Wall St. Rank hold ABX as of Q3 2026.

  • Morgan Stanley held 1,112,482 shares of Abacus Global Management worth $8.97M as of Q3 2026.
  • Morgan Stanley bought 112,614 Abacus Global Management shares in Q3 2026, an estimated $1.1M.
  • Abacus Global Management made up ﹤0.01% of Morgan Stanley's portfolio in Q3 2026, its #3800 holding.
  • Morgan Stanley first reported a position in Abacus Global Management in Q4 2020 and has held it in 19 quarters since.
  • Morgan Stanley's Abacus Global Management position peaked at $10.7M in Q2 2026.
  • 106 funds tracked by Wall St. Rank held Abacus Global Management as of Q3 2026.

Based on Morgan Stanley's 13F filing for Q3 2026, filed 13 Nov 2026.