Morgan Stanley’s Creative Realities CREX Stock Holding History

Morgan Stanley’s Portfolio CREX Stock Details CREX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$120K	Buy	29,000 +17,000	+142%	+$64.2K	﹤0.01%	6181
2026 Q1	$41.3K	Buy	+12,000	New	+$40.4K	﹤0.01%	6492
2025 Q4	–	Sell	-34,200	Closed	-$78.3K	–	8258
2025 Q3	$78.3K	Hold	34,200	–	–	﹤0.01%	6252
2025 Q2	$115K	Hold	34,200	–	–	﹤0.01%	6080
2025 Q1	$66.7K	Hold	34,200	–	–	﹤0.01%	6179
2024 Q4	$83.8K	Hold	34,200	–	–	﹤0.01%	6125
2024 Q3	$157K	Hold	34,200	–	–	﹤0.01%	5840
2024 Q2	$160K	Hold	34,200	–	–	﹤0.01%	5765
2024 Q1	$129K	Sell	34,200 -34,288	-50%	-$115K	﹤0.01%	5890
2023 Q4	$162K	Buy	68,488 +34,244	+100%	+$65.1K	﹤0.01%	6026
2023 Q3	$53.1K	Buy	+34,244	New	+$86.3K	﹤0.01%	6145
2022 Q4	–	Sell	-4,737	Closed	-$9K	–	7903
2022 Q3	$9K	Hold	4,737	–	–	﹤0.01%	7099
2022 Q2	$9K	Hold	4,737	–	–	﹤0.01%	7232
2022 Q1	$12K	Buy	4,737 +4,736	+473,600%	+$16.7K	﹤0.01%	7342
2021 Q4	$0	Buy	+1	New	+$5	﹤0.01%	7992
2020 Q3	–	Sell	-17,829	Closed	-$133K	–	6743
2020 Q2	$133K	Buy	+17,829	New	+$122K	﹤0.01%	5260
2019 Q3	–	Sell	-50	Closed	–	–	6651
2019 Q2	$0	Buy	50 +47	+1,567%	+$318	﹤0.01%	6657
2019 Q1	$0	Sell	3 -22	-88%	-$164	﹤0.01%	6607
2018 Q4	$0	Buy	+25	New	+$219	﹤0.01%	6610

Other funds holding CREX

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Morgan Stanley's CREX Position: Q2 2026 in Review

Morgan Stanley increased its Creative Realities (CREX) stake by 142% in Q2 2026, buying an estimated $64.2K and bringing the position to 29,000 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #6181.

Morgan Stanley first reported a position in CREX in Q4 2018 and has held it in 19 quarters since. The position peaked at $162K in Q4 2023. 24 funds tracked by Wall St. Rank hold CREX as of Q2 2026.

Morgan Stanley held 29,000 shares of Creative Realities worth $120K as of Q2 2026.
Morgan Stanley bought 17,000 Creative Realities shares in Q2 2026, an estimated $64.2K.
Creative Realities made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6181 holding.
Morgan Stanley first reported a position in Creative Realities in Q4 2018 and has held it in 19 quarters since.
Morgan Stanley's Creative Realities position peaked at $162K in Q4 2023.
24 funds tracked by Wall St. Rank held Creative Realities as of Q2 2026.

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