Morgan Stanley
BWEN icon

Morgan Stanley’s Broadwind BWEN Stock Holding History

Morgan Stanley’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21 Hold
10
– – ﹤0.01% 8161
2025
Q4 		$28 Hold
10
– – ﹤0.01% 8016
2025
Q3 		$21 Sell
10
-321
-97% -$717 ﹤0.01% 8051
2025
Q2 		$599 Sell
331
-120
-27% -$202 ﹤0.01% 7414
2025
Q1 		$654 Buy
451
+130
+40% +$217 ﹤0.01% 7342
2024
Q4 		$603 Sell
321
-1,103
-77% -$2.1K ﹤0.01% 7328
2024
Q3 		$3.23K Sell
1,424
-70
-5% -$184 ﹤0.01% 7026
2024
Q2 		$4.9K Sell
1,494
-8,362
-85% -$25K ﹤0.01% 6857
2024
Q1 		$23.5K Sell
9,856
-16,056
-62% -$39.4K ﹤0.01% 6438
2023
Q4 		$71.8K Buy
25,912
+12,456
+93% +$32.9K ﹤0.01% 6272
2023
Q3 		$43.1K Buy
13,456
+5,276
+64% +$20.1K ﹤0.01% 6230
2023
Q2 		$31.2K Buy
8,180
+38
+0.5% +$159 ﹤0.01% 6393
2023
Q1 		$31.3K Sell
8,142
-94
-1% -$400 ﹤0.01% 6455
2022
Q4 		$14.7K Buy
8,236
+4
+0% +$8 ﹤0.01% 6803
2022
Q3 		$25K Sell
8,232
-1
-0% -$3 ﹤0.01% 6687
2022
Q2 		$14K Buy
8,233
+920
+13% +$1.65K ﹤0.01% 7107
2022
Q1 		$16K Buy
7,313
+1,342
+22% +$2.61K ﹤0.01% 7226
2021
Q4 		$11K Sell
5,971
-4,777
-44% -$12.6K ﹤0.01% 7436
2021
Q3 		$28K Buy
10,748
+4,218
+65% +$14.8K ﹤0.01% 6957
2021
Q2 		$30K Buy
6,530
+130
+2% +$639 ﹤0.01% 6854
2021
Q1 		$42K Buy
6,400
+5,125
+402% +$41.2K ﹤0.01% 6426
2020
Q4 		$10K Buy
1,275
+185
+17% +$800 ﹤0.01% 6625
2020
Q3 		$3K Buy
1,090
+40
+4% +$160 ﹤0.01% 6507
2020
Q2 		$4K Sell
1,050
-1,825
-63% -$4.11K ﹤0.01% 6331
2020
Q1 		$4K Buy
2,875
+1,789
+165% +$2.99K ﹤0.01% 6260
2019
Q4 		$2K Sell
1,086
-61
-5% -$98 ﹤0.01% 6491
2019
Q3 		$2K Buy
1,147
+47
+4% +$90 ﹤0.01% 6469
2019
Q2 		$2K Sell
1,100
-47
-4% -$89 ﹤0.01% 6452
2019
Q1 		$2K Hold
1,147
– – ﹤0.01% 6442
2018
Q4 		$1K Buy
1,147
+147
+15% +$262 ﹤0.01% 6484
2018
Q3 		$2K Hold
1,000
– – ﹤0.01% 6561
2018
Q2 		$2K Sell
1,000
-43
-4% -$112 ﹤0.01% 6539
2018
Q1 		$2K Sell
1,043
-1,306
-56% -$3.18K ﹤0.01% 6492
2017
Q4 		$6K Sell
2,349
-214
-8% -$583 ﹤0.01% 6303
2017
Q3 		$8K Sell
2,563
-43,803
-94% -$165K ﹤0.01% 6208
2017
Q2 		$234K Sell
46,366
-29,449
-39% -$187K ﹤0.01% 5254
2017
Q1 		$631K Buy
75,815
+30,666
+68% +$159K ﹤0.01% 4688
2016
Q4 		$182K Sell
45,149
-16,017
-26% -$67.9K ﹤0.01% 5385
2016
Q3 		$270K Buy
61,166
+39,836
+187% +$182K ﹤0.01% 4867
2016
Q2 		$90K Buy
21,330
+19,681
+1,194% +$71.8K ﹤0.01% 5283
2016
Q1 		$5K Hold
1,649
– – ﹤0.01% 6276
2015
Q4 		$3K Sell
1,649
-465
-22% -$1.04K ﹤0.01% 6453
2015
Q3 		$4K Sell
2,114
-26,887
-93% -$89.9K ﹤0.01% 6408
2015
Q2 		$123K Sell
29,001
-23,970
-45% -$100K ﹤0.01% 5480
2015
Q1 		$266K Buy
52,971
+14,710
+38% +$74.9K ﹤0.01% 5047
2014
Q4 		$206K Sell
38,261
-102,096
-73% -$680K ﹤0.01% 5222
2014
Q3 		$1.05M Buy
140,357
+3,985
+3% +$34.6K ﹤0.01% 3987
2014
Q2 		$1.2M Buy
136,372
+134,542
+7,352% +$1.54M ﹤0.01% 3913
2014
Q1 		$22K Sell
1,830
-2,913
-61% -$28.4K ﹤0.01% 5941
2013
Q4 		$44K Buy
+4,743
New +$36.9K ﹤0.01% 5635

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Morgan Stanley's BWEN Position: Q1 2026 in Review

Morgan Stanley held its Broadwind (BWEN) position steady in Q1 2026 at 10 shares worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #8161.

Morgan Stanley first reported a position in BWEN in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.2M in Q2 2014. 54 funds tracked by Wall St. Rank hold BWEN as of Q1 2026.

  • Morgan Stanley held 10 shares of Broadwind worth $21 as of Q1 2026.
  • Morgan Stanley left its Broadwind share count unchanged in Q1 2026.
  • Broadwind made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8161 holding.
  • Morgan Stanley first reported a position in Broadwind in Q4 2013 and has held it in 50 quarters since.
  • Morgan Stanley's Broadwind position peaked at $1.2M in Q2 2014.
  • 54 funds tracked by Wall St. Rank held Broadwind as of Q1 2026.

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