Morgan Stanley’s Adverum Biotechnologies ADVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-17,555
| Closed | -$79.5K | – | 8203 |
|
|
2025
Q3 | $79.5K | Sell |
17,555
-35,382
| -67% | -$104K | ﹤0.01% | 6251 |
|
|
2025
Q2 | $114K | Sell |
52,937
-15,780
| -23% | -$44.1K | ﹤0.01% | 6085 |
|
|
2025
Q1 | $300K | Sell |
68,717
-46,071
| -40% | -$208K | ﹤0.01% | 5561 |
|
|
2024
Q4 | $536K | Buy |
114,788
+25,605
| +29% | +$172K | ﹤0.01% | 5390 |
|
|
2024
Q3 | $626K | Sell |
89,183
-40,076
| -31% | -$291K | ﹤0.01% | 5295 |
|
|
2024
Q2 | $887K | Sell |
129,259
-432,776
| -77% | -$4.02M | ﹤0.01% | 5033 |
|
|
2024
Q1 | $7.95M | Sell |
562,035
-468,044
| -45% | -$7.12M | ﹤0.01% | 3522 |
|
|
2023
Q4 | $7.75M | Buy |
1,030,079
+332,455
| +48% | +$3.03M | ﹤0.01% | 4099 |
|
|
2023
Q3 | $10.5M | Buy |
697,624
+1,081
| +0.2% | +$19.4K | ﹤0.01% | 3091 |
|
|
2023
Q2 | $11.1M | Buy |
696,543
+79
| +0% | +$831 | ﹤0.01% | 3058 |
|
|
2023
Q1 | $5M | Sell |
696,464
-17,041
| -2% | -$121K | ﹤0.01% | 3793 |
|
|
2022
Q4 | $4.13M | Sell |
713,505
-3,452
| -0.5% | -$26.2K | ﹤0.01% | 3918 |
|
|
2022
Q3 | $6.81M | Sell |
716,957
-19,991
| -3% | -$263K | ﹤0.01% | 3381 |
|
|
2022
Q2 | $8.84M | Buy |
736,948
+701,216
| +1,962% | +$7.35M | ﹤0.01% | 3190 |
|
|
2022
Q1 | $469K | Sell |
35,732
-13,417
| -27% | -$196K | ﹤0.01% | 5439 |
|
|
2021
Q4 | $865K | Sell |
49,149
-96,415
| -66% | -$1.93M | ﹤0.01% | 5176 |
|
|
2021
Q3 | $3.16M | Buy |
145,564
+49,745
| +52% | +$1.27M | ﹤0.01% | 4176 |
|
|
2021
Q2 | $3.35M | Buy |
95,819
+23,626
| +33% | +$1.27M | ﹤0.01% | 4179 |
|
|
2021
Q1 | $7.12M | Buy |
72,193
+6,805
| +10% | +$817K | ﹤0.01% | 3033 |
|
|
2020
Q4 | $7.09M | Buy |
65,388
+60,096
| +1,136% | +$7.44M | ﹤0.01% | 2877 |
|
|
2020
Q3 | $544K | Sell |
5,292
-640
| -11% | -$95.8K | ﹤0.01% | 4603 |
|
|
2020
Q2 | $1.24M | Buy |
5,932
+4,508
| +317% | +$798K | ﹤0.01% | 3999 |
|
|
2020
Q1 | $139K | Sell |
1,424
-7,190
| -83% | -$838K | ﹤0.01% | 5041 |
|
|
2019
Q4 | $992K | Sell |
8,614
-21,350
| -71% | -$1.88M | ﹤0.01% | 4531 |
|
|
2019
Q3 | $1.63M | Buy |
29,964
+28,220
| +1,618% | +$3.18M | ﹤0.01% | 3958 |
|
|
2019
Q2 | $207K | Sell |
1,744
-1,429
| -45% | -$118K | ﹤0.01% | 5006 |
|
|
2019
Q1 | $166K | Sell |
3,173
-14,777
| -82% | -$597K | ﹤0.01% | 5161 |
|
|
2018
Q4 | $566K | Sell |
17,950
-4,537
| -20% | -$185K | ﹤0.01% | 4703 |
|
|
2018
Q3 | $1.36M | Buy |
22,487
+8,566
| +62% | +$481K | ﹤0.01% | 4301 |
|
|
2018
Q2 | $738K | Sell |
13,921
-24,891
| -64% | -$1.5M | ﹤0.01% | 4829 |
|
|
2018
Q1 | $2.25M | Sell |
38,812
-19,106
| -33% | -$1.19M | ﹤0.01% | 3898 |
|
|
2017
Q4 | $2.03M | Buy |
57,918
+57,748
| +33,969% | +$1.9M | ﹤0.01% | 4017 |
|
|
2017
Q3 | $6K | Buy |
170
+58
| +52% | +$1.61K | ﹤0.01% | 6252 |
|
|
2017
Q2 | $3K | Sell |
112
-2,880
| -96% | -$78.8K | ﹤0.01% | 6407 |
|
|
2017
Q1 | $81K | Sell |
2,992
-3,896
| -57% | -$111K | ﹤0.01% | 5675 |
|
|
2016
Q4 | $200K | Buy |
6,888
+5,555
| +417% | +$182K | ﹤0.01% | 5352 |
|
|
2016
Q3 | $54K | Sell |
1,333
-258
| -16% | -$9.79K | ﹤0.01% | 5554 |
|
|
2016
Q2 | $50K | Buy |
1,591
+849
| +114% | +$38.4K | ﹤0.01% | 5530 |
|
|
2016
Q1 | $38K | Buy |
742
+696
| +1,513% | +$38.9K | ﹤0.01% | 5712 |
|
|
2015
Q4 | $4K | Sell |
46
-231
| -83% | -$20.3K | ﹤0.01% | 6404 |
|
|
2015
Q3 | $22K | Sell |
277
-4,320
| -94% | -$552K | ﹤0.01% | 6020 |
|
|
2015
Q2 | $746K | Buy |
4,597
+4,183
| +1,010% | +$1.41M | ﹤0.01% | 4414 |
|
|
2015
Q1 | $168K | Sell |
414
-1,033
| -71% | -$437K | ﹤0.01% | 5284 |
|
|
2014
Q4 | $781K | Buy |
1,447
+555
| +62% | +$214K | ﹤0.01% | 4339 |
|
|
2014
Q3 | $305K | Buy |
+892
| New | +$265K | ﹤0.01% | 4894 |
|
Morgan Stanley's ADVM Position: Q4 2025 in Review
Morgan Stanley sold out of Adverum Biotechnologies (ADVM) in Q4 2025, closing a stake of 17,555 shares — an estimated $79.5K sold.
Morgan Stanley first reported a position in ADVM in Q3 2014 and held it in 45 quarters. The position peaked at $11.1M in Q2 2023. 0 funds tracked by Wall St. Rank hold ADVM as of Q4 2025.
- Morgan Stanley reported no remaining Adverum Biotechnologies position as of Q4 2025 after selling out during the quarter.
- Morgan Stanley sold 17,555 Adverum Biotechnologies shares in Q4 2025, an estimated $79.5K.
- Morgan Stanley first reported a position in Adverum Biotechnologies in Q3 2014 and held it in 45 quarters.
- Morgan Stanley's Adverum Biotechnologies position peaked at $11.1M in Q2 2023.
- 0 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q4 2025.
Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.