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 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	-3	Closed	-$110	–	7830
2023 Q4	$110	Hold	3	–	–	﹤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

ECP

Electric Capital Partners Palo Alto, California $118M AUM

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley's FRMM Position: Q1 2026 in Review

Morgan Stanley increased its Forum Markets (FRMM) stake by 7.5% in Q1 2026, buying an estimated $40.2K and bringing the position to 151,643 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #5547.

Morgan Stanley first reported a position in FRMM in Q1 2021 and has held it in 15 quarters since. The position peaked at $730K in Q3 2021. 45 funds tracked by Wall St. Rank hold FRMM as of Q1 2026.

Morgan Stanley held 151,643 shares of Forum Markets worth $438K as of Q1 2026.
Morgan Stanley bought 10,531 Forum Markets shares in Q1 2026, an estimated $40.2K.
Forum Markets made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5547 holding.
Morgan Stanley first reported a position in Forum Markets in Q1 2021 and has held it in 15 quarters since.
Morgan Stanley's Forum Markets position peaked at $730K in Q3 2021.
45 funds tracked by Wall St. Rank held Forum Markets as of Q1 2026.

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