Morgan Stanley
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Morgan Stanley’s Calidi Biotherapeutics CLDI Stock Holding History

Morgan Stanley’s Portfolio CLDI Stock Details CLDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.25K Buy
828
+236
+40% +$763 ﹤0.01% 7384
2026
Q1 		$2.26K Buy
592
+500
+543% +$6.01K ﹤0.01% 7310
2025
Q4 		$1.72K Buy
92
+68
+283% +$1.6K ﹤0.01% 7275
2025
Q3 		$588 Buy
24
+14
+140% +$951 ﹤0.01% 7471
2025
Q2 		$441 Sell
10
-1
-9% -$78 ﹤0.01% 7464
2025
Q1 		$1.14K Sell
11
-2
-15% -$365 ﹤0.01% 7265
2024
Q4 		$2.9K Buy
13
+2
+18% +$600 ﹤0.01% 7127
2024
Q3 		$2.3K Buy
11
+1
+10% +$278 ﹤0.01% 7101
2024
Q2 		$3.84K Hold
10
– – ﹤0.01% 6921
2024
Q1 		$10.8K Hold
10
– – ﹤0.01% 6674
2023
Q4 		$29K Buy
+10
New +$42.9K ﹤0.01% 6340

Other funds holding CLDI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $533M AUM 20.75% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley's CLDI Position: Q2 2026 in Review

Morgan Stanley increased its Calidi Biotherapeutics (CLDI) stake by 40% in Q2 2026, buying an estimated $763 and bringing the position to 828 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #7384.

Morgan Stanley first reported a position in CLDI in Q4 2023 and has held it in 11 quarters since. The position peaked at $29K in Q4 2023. 22 funds tracked by Wall St. Rank hold CLDI as of Q2 2026.

  • Morgan Stanley held 828 shares of Calidi Biotherapeutics worth $2.25K as of Q2 2026.
  • Morgan Stanley bought 236 Calidi Biotherapeutics shares in Q2 2026, an estimated $763.
  • Calidi Biotherapeutics made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7384 holding.
  • Morgan Stanley first reported a position in Calidi Biotherapeutics in Q4 2023 and has held it in 11 quarters since.
  • Morgan Stanley's Calidi Biotherapeutics position peaked at $29K in Q4 2023.
  • 22 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q2 2026.

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