Morgan Stanley
IBO

Morgan Stanley’s Impact BioMedical IBO Stock Holding History

Morgan Stanley’s Portfolio IBO Stock Details IBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.56K Buy
9,274
+8
+0.1% +$4 ﹤0.01% 7111
2025
Q4 		$4.68K Hold
9,266
– – ﹤0.01% 7080
2025
Q3 		$6.16K Buy
+9,266
New +$5.84K ﹤0.01% 7038
2025
Q2 		– Sell
-7,800
Closed -$6.79K – 8311
2025
Q1 		$6.79K Buy
+7,800
New +$13.5K ﹤0.01% 6913
2024
Q4 		– Sell
-58
Closed -$116 – 8133
2024
Q3 		$116 Buy
+58
New +$137 ﹤0.01% 7423

Other funds holding IBO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Morgan Stanley's IBO Position: Q1 2026 in Review

Morgan Stanley increased its Impact BioMedical (IBO) stake by 0.09% in Q1 2026, buying an estimated $4 and bringing the position to 9,274 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #7111.

Morgan Stanley first reported a position in IBO in Q3 2024 and has held it in 5 quarters since. The position peaked at $6.79K in Q1 2025. 20 funds tracked by Wall St. Rank hold IBO as of Q1 2026.

  • Morgan Stanley held 9,274 shares of Impact BioMedical worth $5.56K as of Q1 2026.
  • Morgan Stanley bought 8 Impact BioMedical shares in Q1 2026, an estimated $4.
  • Impact BioMedical made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7111 holding.
  • Morgan Stanley first reported a position in Impact BioMedical in Q3 2024 and has held it in 5 quarters since.
  • Morgan Stanley's Impact BioMedical position peaked at $6.79K in Q1 2025.
  • 20 funds tracked by Wall St. Rank held Impact BioMedical as of Q1 2026.

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