Morgan Stanley

Morgan Stanley’s Candel Therapeutics CADL Stock Holding History

Morgan Stanley’s Portfolio CADL Stock Details CADL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$285K	Sell	58,229 -75,802	-57%	-$413K	﹤0.01%	5718
2025 Q4	$757K	Buy	134,031 +58,090	+76%	+$313K	﹤0.01%	5317
2025 Q3	$387K	Sell	75,941 -37,781	-33%	-$218K	﹤0.01%	5616
2025 Q2	$575K	Buy	113,722 +51,246	+82%	+$264K	﹤0.01%	5402
2025 Q1	$353K	Sell	62,476 -12,799	-17%	-$105K	﹤0.01%	5488
2024 Q4	$653K	Buy	75,275 +10,842	+17%	+$64.1K	﹤0.01%	5309
2024 Q3	$447K	Buy	64,433 +44,975	+231%	+$279K	﹤0.01%	5457
2024 Q2	$121K	Buy	+19,458	New	+$146K	﹤0.01%	5897
2023 Q1	–	Sell	-92	Closed	-$165	–	7724
2022 Q4	$165	Sell	92 -5,188	-98%	-$10.3K	﹤0.01%	7658
2022 Q3	$17K	Buy	5,280 +659	+14%	+$2.23K	﹤0.01%	6851
2022 Q2	$15K	Sell	4,621 -30	-0.6%	-$120	﹤0.01%	7091
2022 Q1	$24K	Sell	4,651 -71	-2%	-$353	﹤0.01%	7068
2021 Q4	$36K	Buy	+4,722	New	+$45.8K	﹤0.01%	6961

Other funds holding CADL

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return