Morgan Stanley
IDR icon

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
Q2 		$2.16M Sell
65,838
-55,670
-46% -$2.16M ﹤0.01% 4818
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

Morgan Stanley's IDR Position: Q2 2026 in Review

Morgan Stanley reduced its Idaho Strategic Resources (IDR) stake by 46% in Q2 2026, selling an estimated $2.16M and leaving 65,838 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #4818.

Morgan Stanley first reported a position in IDR in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.78M in Q3 2025. 127 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • Morgan Stanley held 65,838 shares of Idaho Strategic Resources worth $2.16M as of Q2 2026.
  • Morgan Stanley sold 55,670 Idaho Strategic Resources shares in Q2 2026, an estimated $2.16M.
  • Idaho Strategic Resources made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4818 holding.
  • Morgan Stanley first reported a position in Idaho Strategic Resources in Q1 2022 and has held it in 14 quarters since.
  • Morgan Stanley's Idaho Strategic Resources position peaked at $6.78M in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

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