Morgan Stanley’s Idaho Strategic Resources IDR Stock Holding History

Morgan Stanley’s Portfolio IDR Stock Details IDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.9M	Sell	121,508 -15,302	-11%	-$594K	﹤0.01%	4315
2025 Q4	$5.51M	Sell	136,810 -63,799	-32%	-$2.44M	﹤0.01%	4097
2025 Q3	$6.78M	Buy	200,609 +140,933	+236%	+$3.33M	﹤0.01%	3898
2025 Q2	$781K	Buy	59,676 +31,475	+112%	+$463K	﹤0.01%	5233
2025 Q1	$404K	Sell	28,201 -27,484	-49%	-$338K	﹤0.01%	5430
2024 Q4	$567K	Buy	55,685 +38,404	+222%	+$517K	﹤0.01%	5369
2024 Q3	$278K	Buy	+17,281	New	+$207K	﹤0.01%	5630
2023 Q3	–	Sell	-4,893	Closed	-$26.1K	–	7656
2023 Q2	$26.1K	Hold	4,893	–	–	﹤0.01%	6471
2023 Q1	$23.8K	Sell	4,893 -400	-8%	-$2.14K	﹤0.01%	6561
2022 Q4	$30.2K	Buy	5,293 +400	+8%	+$2.24K	﹤0.01%	6517
2022 Q3	$23K	Hold	4,893	–	–	﹤0.01%	6731
2022 Q2	$39K	Hold	4,893	–	–	﹤0.01%	6712
2022 Q1	$51K	Buy	+4,893	New	+$50.3K	﹤0.01%	6696

Other funds holding IDR

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JAM

JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return

Morgan Stanley's IDR Position: Q1 2026 in Review

Morgan Stanley reduced its Idaho Strategic Resources (IDR) stake by 11% in Q1 2026, selling an estimated $594K and leaving 121,508 shares worth $3.9M. The position accounts for ﹤0.01% of the portfolio, ranked #4315.

Morgan Stanley first reported a position in IDR in Q1 2022 and has held it in 13 quarters since. The position peaked at $6.78M in Q3 2025. 137 funds tracked by Wall St. Rank hold IDR as of Q1 2026.

Morgan Stanley held 121,508 shares of Idaho Strategic Resources worth $3.9M as of Q1 2026.
Morgan Stanley sold 15,302 Idaho Strategic Resources shares in Q1 2026, an estimated $594K.
Idaho Strategic Resources made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4315 holding.
Morgan Stanley first reported a position in Idaho Strategic Resources in Q1 2022 and has held it in 13 quarters since.
Morgan Stanley's Idaho Strategic Resources position peaked at $6.78M in Q3 2025.
137 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q1 2026.

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