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
Q2 		$8.19K Sell
2,048
-1,419
-41% -$7.3K ﹤0.01% 7099
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
-6,750
-41% -$126K ﹤0.01% 5877
2023
Q4 		$400K Buy
16,343
+8,534
+109% +$168K ﹤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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Cygnus Capital Advisors Atlanta, Georgia $147M AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return

Morgan Stanley's BIRD Position: Q2 2026 in Review

Morgan Stanley reduced its Smartbird Inc (BIRD) stake by 41% in Q2 2026, selling an estimated $7.3K and leaving 2,048 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #7099.

Morgan Stanley first reported a position in BIRD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.95M in Q4 2021. 43 funds tracked by Wall St. Rank hold BIRD as of Q2 2026.

  • Morgan Stanley held 2,048 shares of Smartbird Inc worth $8.19K as of Q2 2026.
  • Morgan Stanley sold 1,419 Smartbird Inc shares in Q2 2026, an estimated $7.3K.
  • Smartbird Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7099 holding.
  • Morgan Stanley first reported a position in Smartbird Inc in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's Smartbird Inc position peaked at $1.95M in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.