Morgan Stanley
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Morgan Stanley’s Innventure Inc INV Stock Holding History

Morgan Stanley’s Portfolio INV Stock Details INV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Buy
70,050
+24,258
+53% +$143K ﹤0.01% 5701
2026
Q1 		$179K Buy
45,792
+1,410
+3% +$4.98K ﹤0.01% 5921
2025
Q4 		$186K Buy
44,382
+43,232
+3,759% +$182K ﹤0.01% 5956
2025
Q3 		$6.66K Sell
1,150
-1,541
-57% -$7.88K ﹤0.01% 7015
2025
Q2 		$12.9K Sell
2,691
-13,589
-83% -$64.9K ﹤0.01% 6781
2025
Q1 		$126K Buy
16,280
+9,214
+130% +$94.7K ﹤0.01% 5912
2024
Q4 		$97.9K Buy
+7,066
New +$82.1K ﹤0.01% 6067

Other funds holding INV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Driehaus Capital Management
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Morgan Stanley's INV Position: Q2 2026 in Review

Morgan Stanley increased its Innventure Inc (INV) stake by 53% in Q2 2026, buying an estimated $143K and bringing the position to 70,050 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #5701.

Morgan Stanley first reported a position in INV in Q4 2024 and has held it in 7 quarters since. 129 funds tracked by Wall St. Rank hold INV as of Q2 2026.

  • Morgan Stanley held 70,050 shares of Innventure Inc worth $355K as of Q2 2026.
  • Morgan Stanley bought 24,258 Innventure Inc shares in Q2 2026, an estimated $143K.
  • Innventure Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5701 holding.
  • Morgan Stanley first reported a position in Innventure Inc in Q4 2024 and has held it in 7 quarters since.
  • 129 funds tracked by Wall St. Rank held Innventure Inc as of Q2 2026.

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