Morgan Stanley
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Morgan Stanley’s Smartbird Inc BIRD Stock Holding History

Morgan Stanley’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4K Sell
3,467
-2,428
-41% -$8.45K ﹤0.01% 6931
2025
Q4 		$24.2K Buy
5,895
+1,572
+36% +$8.9K ﹤0.01% 6633
2025
Q3 		$24.5K Sell
4,323
-495
-10% -$4.07K ﹤0.01% 6620
2025
Q2 		$51.2K Sell
4,818
-791
-14% -$5.54K ﹤0.01% 6350
2025
Q1 		$36.1K Buy
5,609
+1,267
+29% +$8.18K ﹤0.01% 6374
2024
Q4 		$30.3K Buy
4,342
+1,216
+39% +$10.9K ﹤0.01% 6447
2024
Q3 		$36.9K Sell
3,126
-1,869
-37% -$23.6K ﹤0.01% 6302
2024
Q2 		$50K Sell
4,995
-4,598
-48% -$56.1K ﹤0.01% 6170
2024
Q1 		$133K Sell
9,593
-23,092
-71% -$431K ﹤0.01% 5877
2023
Q4 		$801K Buy
32,685
+24,876
+319% +$491K ﹤0.01% 5406
2023
Q3 		$173K Sell
7,809
-3,587
-31% -$96.6K ﹤0.01% 5646
2023
Q2 		$287K Sell
11,396
-5,167
-31% -$129K ﹤0.01% 5479
2023
Q1 		$398K Buy
16,563
+1,270
+8% +$58.5K ﹤0.01% 5385
2022
Q4 		$740K Sell
15,293
-772
-5% -$45.2K ﹤0.01% 5035
2022
Q3 		$976K Sell
16,065
-1,261
-7% -$111K ﹤0.01% 4897
2022
Q2 		$1.36M Buy
17,326
+7,760
+81% +$783K ﹤0.01% 4811
2022
Q1 		$1.15M Buy
9,566
+3,104
+48% +$611K ﹤0.01% 4894
2021
Q4 		$1.95M Buy
+6,462
New +$2.42M ﹤0.01% 4613

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley's BIRD Position: Q1 2026 in Review

Morgan Stanley reduced its Smartbird Inc (BIRD) stake by 41% in Q1 2026, selling an estimated $8.45K and leaving 3,467 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6931.

Morgan Stanley first reported a position in BIRD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.95M in Q4 2021. 38 funds tracked by Wall St. Rank hold BIRD as of Q1 2026.

  • Morgan Stanley held 3,467 shares of Smartbird Inc worth $10.4K as of Q1 2026.
  • Morgan Stanley sold 2,428 Smartbird Inc shares in Q1 2026, an estimated $8.45K.
  • Smartbird Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6931 holding.
  • Morgan Stanley first reported a position in Smartbird Inc in Q4 2021 and has held it in 18 quarters since.
  • Morgan Stanley's Smartbird Inc position peaked at $1.95M in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2026.

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