Morgan Stanley’s Forge Global Holdings FRGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-114,411
Closed -$5.1M 8364
2025
Q4
$5.1M Buy
114,411
+102,650
+873% +$3.47M ﹤0.01% 4150
2025
Q3
$199K Sell
11,761
-4,589
-28% -$85.2K ﹤0.01% 5894
2025
Q2
$311K Buy
16,350
+4,294
+36% +$58.9K ﹤0.01% 5670
2025
Q1
$102K Sell
12,056
-7,636
-39% -$88.2K ﹤0.01% 5996
2024
Q4
$275K Sell
19,692
-3,944
-17% -$65K ﹤0.01% 5669
2024
Q3
$464K Buy
23,636
+11,452
+94% +$239K ﹤0.01% 5435
2024
Q2
$267K Sell
12,184
-3,241
-21% -$86.1K ﹤0.01% 5556
2024
Q1
$447K Sell
15,425
-17,994
-54% -$562K ﹤0.01% 5365
2023
Q4
$1.72M Buy
33,419
+27,306
+447% +$1.16M ﹤0.01% 5001
2023
Q3
$186K Sell
6,113
-3,126
-34% -$115K ﹤0.01% 5614
2023
Q2
$337K Buy
9,239
+9,003
+3,815% +$221K ﹤0.01% 5411
2023
Q1
$6.21K Sell
236
-3,343
-93% -$90.8K ﹤0.01% 7005
2022
Q4
$92.9K Buy
3,579
+2,912
+437% +$66.2K ﹤0.01% 6008
2022
Q3
$17K Buy
667
+580
+667% +$39.9K ﹤0.01% 6854
2022
Q2
$14K Buy
+87
New +$23.4K ﹤0.01% 7111
2021
Q3
Sell
-33
Closed -$5K 7957
2021
Q2
$5K Hold
33
﹤0.01% 7374
2021
Q1
$5K Buy
+33
New +$5.07K ﹤0.01% 7099

Other funds holding FRGE

Morgan Stanley's FRGE Position: Q1 2026 in Review

Morgan Stanley sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 114,411 shares — an estimated $5.1M sold.

Morgan Stanley first reported a position in FRGE in Q1 2021 and held it in 17 quarters. The position peaked at $5.1M in Q4 2025. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

  • Morgan Stanley reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 114,411 Forge Global Holdings shares in Q1 2026, an estimated $5.1M.
  • Morgan Stanley first reported a position in Forge Global Holdings in Q1 2021 and held it in 17 quarters.
  • Morgan Stanley's Forge Global Holdings position peaked at $5.1M in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

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