Morgan Stanley
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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
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Morgan Stanley's CWD Position: Q1 2026 in Review

Morgan Stanley reduced its CaliberCos (CWD) stake by 96% in Q1 2026, selling an estimated $1.12K and leaving 38 shares worth $44. The position accounts for ﹤0.01% of the portfolio, ranked #7990.

Morgan Stanley first reported a position in CWD in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.86K in Q3 2025. 16 funds tracked by Wall St. Rank hold CWD as of Q1 2026.

  • Morgan Stanley held 38 shares of CaliberCos worth $44 as of Q1 2026.
  • Morgan Stanley sold 866 CaliberCos shares in Q1 2026, an estimated $1.12K.
  • CaliberCos made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7990 holding.
  • Morgan Stanley first reported a position in CaliberCos in Q3 2025 and has held it in 3 quarters since.
  • Morgan Stanley's CaliberCos position peaked at $7.86K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held CaliberCos as of Q1 2026.

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