Morgan Stanley
FRMM

Morgan Stanley’s Forum Markets FRMM Stock Holding History

Morgan Stanley’s Portfolio FRMM Stock Details FRMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$785K Sell
144,535
-7,108
-5% -$31.1K ﹤0.01% 5338
2026
Q1 		$438K Buy
151,643
+10,531
+7% +$40.2K ﹤0.01% 5547
2025
Q4 		$691K Buy
141,112
+139,759
+10,330% +$1.97M ﹤0.01% 5360
2025
Q3 		$32.6K Buy
+1,353
New +$40.5K ﹤0.01% 6536
2024
Q1 		– Sell
-1
Closed -$55 – 7830
2023
Q4 		$55 Sell
1
-2
-67% -$140 ﹤0.01% 7448
2023
Q3 		$352 Hold
3
– – ﹤0.01% 7342
2023
Q2 		$672 Sell
3
-1
-25% -$225 ﹤0.01% 7345
2023
Q1 		$1.33K Hold
4
– – ﹤0.01% 7308
2022
Q4 		$2.89K Hold
4
– – ﹤0.01% 7282
2022
Q3 		$11K Sell
4
-8
-67% -$29.2K ﹤0.01% 7034
2022
Q2 		$37K Sell
12
-1
-8% -$5.74K ﹤0.01% 6742
2022
Q1 		$124K Sell
13
-9
-41% -$103K ﹤0.01% 6182
2021
Q4 		$319K Sell
22
-14
-39% -$250K ﹤0.01% 5806
2021
Q3 		$730K Buy
36
+19
+112% +$519K ﹤0.01% 5267
2021
Q2 		$660K Buy
17
+10
+143% +$352K ﹤0.01% 5344
2021
Q1 		$182K Buy
+7
New +$125K ﹤0.01% 5707
2019
Q3 		– Hold
0
– -$1K – 6627
2019
Q2 		– Hold
0
– – – 6516
2019
Q1 		– Hold
0
– – – 6497

Other funds holding FRMM

SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley's FRMM Position: Q2 2026 in Review

Morgan Stanley reduced its Forum Markets (FRMM) stake by 4.7% in Q2 2026, selling an estimated $31.1K and leaving 144,535 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #5338.

Morgan Stanley first reported a position in FRMM in Q1 2021 and has held it in 16 quarters since. 39 funds tracked by Wall St. Rank hold FRMM as of Q2 2026.

  • Morgan Stanley held 144,535 shares of Forum Markets worth $785K as of Q2 2026.
  • Morgan Stanley sold 7,108 Forum Markets shares in Q2 2026, an estimated $31.1K.
  • Forum Markets made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5338 holding.
  • Morgan Stanley first reported a position in Forum Markets in Q1 2021 and has held it in 16 quarters since.
  • 39 funds tracked by Wall St. Rank held Forum Markets as of Q2 2026.

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