Morgan Stanley
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Morgan Stanley’s BioVie BIVI Stock Holding History

Morgan Stanley’s Portfolio BIVI Stock Details BIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
605,471
+530,250
+705% +$833K ﹤0.01% 5131
2026
Q1 		$105K Buy
75,221
+14,999
+25% +$19.3K ﹤0.01% 6134
2025
Q4 		$69.9K Buy
60,222
+29,925
+99% +$48.2K ﹤0.01% 6326
2025
Q3 		$57.6K Buy
30,297
+29,744
+5,379% +$121K ﹤0.01% 6357
2025
Q2 		$5.11K Buy
553
+67
+14% +$662 ﹤0.01% 7026
2025
Q1 		$4.76K Sell
486
-2,027
-81% -$32.4K ﹤0.01% 7005
2024
Q4 		$50.3K Buy
2,513
+2,237
+811% +$53.9K ﹤0.01% 6287
2024
Q3 		$3.31K Buy
276
+152
+123% +$4.85K ﹤0.01% 7020
2024
Q2 		$4.95K Sell
124
-122
-50% -$5.84K ﹤0.01% 6854
2024
Q1 		$13K Sell
246
-584
-70% -$59.9K ﹤0.01% 6605
2023
Q4 		$105K Buy
830
+277
+50% +$83.2K ﹤0.01% 5929
2023
Q3 		$189K Buy
553
+185
+50% +$72.3K ﹤0.01% 5605
2023
Q2 		$159K Buy
368
+94
+34% +$63.3K ﹤0.01% 5740
2023
Q1 		$221K Buy
274
+51
+23% +$33.8K ﹤0.01% 5669
2022
Q4 		$174K Buy
223
+202
+962% +$109K ﹤0.01% 5724
2022
Q3 		$5K Buy
21
+6
+40% +$1.43K ﹤0.01% 7241
2022
Q2 		$2K Hold
15
– – ﹤0.01% 7569
2022
Q1 		$7K Hold
15
– – ﹤0.01% 7492
2021
Q4 		$7K Buy
15
+14
+1,400% +$8.09K ﹤0.01% 7561
2021
Q3 		$1K Buy
+1
New +$1.07K ﹤0.01% 7753
2021
Q2 		– Hold
0
– – – 7588
2021
Q1 		– Sell
-8
Closed -$22.8K – 7325
2020
Q4 		$14K Hold
8
– – ﹤0.01% 6542
2020
Q3 		$8K Buy
+8
New +$7.6K ﹤0.01% 6324

Other funds holding BIVI

DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley's BIVI Position: Q2 2026 in Review

Morgan Stanley increased its BioVie (BIVI) stake by 705% in Q2 2026, buying an estimated $833K and bringing the position to 605,471 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #5131.

Morgan Stanley first reported a position in BIVI in Q3 2020 and has held it in 22 quarters since. 35 funds tracked by Wall St. Rank hold BIVI as of Q2 2026.

  • Morgan Stanley held 605,471 shares of BioVie worth $1.17M as of Q2 2026.
  • Morgan Stanley bought 530,250 BioVie shares in Q2 2026, an estimated $833K.
  • BioVie made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5131 holding.
  • Morgan Stanley first reported a position in BioVie in Q3 2020 and has held it in 22 quarters since.
  • 35 funds tracked by Wall St. Rank held BioVie as of Q2 2026.

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