Morgan Stanley
BETR icon

Morgan Stanley’s Better Home & Finance Holding BETR Stock Holding History

Morgan Stanley’s Portfolio BETR Stock Details BETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.98M Buy
195,985
+67,674
+53% +$2.17M ﹤0.01% 3872
2025
Q4 		$4.18M Buy
128,311
+104,793
+446% +$5.66M ﹤0.01% 4319
2025
Q3 		$1.32M Sell
23,518
-3,116
-12% -$69.2K ﹤0.01% 5023
2025
Q2 		$330K Buy
26,634
+8,814
+49% +$114K ﹤0.01% 5649
2025
Q1 		$195K Buy
17,820
+6,673
+60% +$72.2K ﹤0.01% 5736
2024
Q4 		$99.4K Buy
11,147
+1,307
+13% +$17.9K ﹤0.01% 6063
2024
Q3 		$175K Sell
9,840
-2,004
-17% -$42.7K ﹤0.01% 5798
2024
Q2 		$272K Hold
11,844
– – ﹤0.01% 5548
2024
Q1 		$294K Sell
11,844
-11,844
-50% -$332K ﹤0.01% 5570
2023
Q4 		$967K Buy
23,688
+11,844
+100% +$284K ﹤0.01% 5311
2023
Q3 		$284K Buy
11,844
+11,634
+5,540% +$8.91M ﹤0.01% 5428
2023
Q2 		$109K Buy
+210
New +$107K ﹤0.01% 5913

Other funds holding BETR

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return