Morgan Stanley
CWD icon

Morgan Stanley’s CaliberCos CWD Stock Holding History

Morgan Stanley’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25 Hold
38
– – ﹤0.01% 8269
2026
Q1 		$44 Sell
38
-866
-96% -$1.12K ﹤0.01% 7990
2025
Q4 		$1.12K Sell
904
-866
-49% -$2.32K ﹤0.01% 7342
2025
Q3 		$7.86K Buy
+1,770
New +$6.6K ﹤0.01% 6965

Other funds holding CWD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Morgan Stanley's CWD Position: Q2 2026 in Review

Morgan Stanley held its CaliberCos (CWD) position steady in Q2 2026 at 38 shares worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #8269.

Morgan Stanley first reported a position in CWD in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.86K in Q3 2025. 17 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

  • Morgan Stanley held 38 shares of CaliberCos worth $25 as of Q2 2026.
  • Morgan Stanley left its CaliberCos share count unchanged in Q2 2026.
  • CaliberCos made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8269 holding.
  • Morgan Stanley first reported a position in CaliberCos in Q3 2025 and has held it in 4 quarters since.
  • Morgan Stanley's CaliberCos position peaked at $7.86K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

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