Morgan Stanley
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Morgan Stanley’s IRIDEX IRIX Stock Holding History

Morgan Stanley’s Portfolio IRIX Stock Details IRIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$349K Buy
+305,193
New +$327K ﹤0.01% 5708
2024
Q4 		– Sell
-1,000
Closed -$1.75K – 8030
2024
Q3 		$1.75K Buy
+1,000
New +$1.96K ﹤0.01% 7154
2024
Q2 		– Sell
-690
Closed -$2.06K – 7908
2024
Q1 		$2.06K Hold
690
– – ﹤0.01% 7064
2023
Q4 		$1.94K Sell
690
-62
-8% -$163 ﹤0.01% 7047
2023
Q3 		$1.91K Hold
752
– – ﹤0.01% 7142
2023
Q2 		$1.63K Sell
752
-19,491
-96% -$42.7K ﹤0.01% 7223
2023
Q1 		$41.1K Buy
20,243
+19,280
+2,002% +$42.6K ﹤0.01% 6351
2022
Q4 		$1.94K Sell
963
-560
-37% -$1.24K ﹤0.01% 7383
2022
Q3 		$4K Hold
1,523
– – ﹤0.01% 7303
2022
Q2 		$4K Sell
1,523
-989
-39% -$3.37K ﹤0.01% 7451
2022
Q1 		$12K Buy
2,512
+342
+16% +$1.69K ﹤0.01% 7347
2021
Q4 		$13K Sell
2,170
-5,853
-73% -$41.9K ﹤0.01% 7377
2021
Q3 		$61K Sell
8,023
-10,885
-58% -$76.4K ﹤0.01% 6628
2021
Q2 		$134K Buy
18,908
+12,855
+212% +$97.7K ﹤0.01% 6207
2021
Q1 		$40K Buy
+6,053
New +$34.8K ﹤0.01% 6451
2020
Q2 		– Sell
-3
Closed – – 6658
2020
Q1 		$0 Sell
3
-4
-57% -$10 ﹤0.01% 6628
2019
Q4 		$0 Sell
7
-2
-22% -$4 ﹤0.01% 6696
2019
Q3 		$0 Sell
9
-34,519
-100% -$101K ﹤0.01% 6688
2019
Q2 		$157K Sell
34,528
-441
-1% -$2.15K ﹤0.01% 5129
2019
Q1 		$159K Sell
34,969
-502
-1% -$2.33K ﹤0.01% 5180
2018
Q4 		$167K Sell
35,471
-6,653
-16% -$33.1K ﹤0.01% 5354
2018
Q3 		$268K Buy
42,124
+7,596
+22% +$56.5K ﹤0.01% 5322
2018
Q2 		$240K Sell
34,528
-2,721
-7% -$17.4K ﹤0.01% 5469
2018
Q1 		$213K Sell
37,249
-300
-0.8% -$2.08K ﹤0.01% 5440
2017
Q4 		$286K Hold
37,549
– – ﹤0.01% 5275
2017
Q3 		$352K Sell
37,549
-21
-0.1% -$191 ﹤0.01% 5073
2017
Q2 		$371K Sell
37,570
-11,178
-23% -$110K ﹤0.01% 4986
2017
Q1 		$578K Sell
48,748
-12,427
-20% -$175K ﹤0.01% 4748
2016
Q4 		$861K Buy
61,175
+20,571
+51% +$292K ﹤0.01% 4582
2016
Q3 		$588K Sell
40,604
-4,138
-9% -$62.9K ﹤0.01% 4424
2016
Q2 		$662K Buy
44,742
+1,542
+4% +$19.2K ﹤0.01% 4269
2016
Q1 		$442K Sell
43,200
-817
-2% -$7.91K ﹤0.01% 4525
2015
Q4 		$409K Buy
44,017
+717
+2% +$6.4K ﹤0.01% 4679
2015
Q3 		$330K Sell
43,300
-55,930
-56% -$403K ﹤0.01% 4836
2015
Q2 		$818K Sell
99,230
-3,199
-3% -$29.9K ﹤0.01% 4352
2015
Q1 		$1.09M Buy
102,429
+5,187
+5% +$50.4K ﹤0.01% 4064
2014
Q4 		$836K Buy
97,242
+39,463
+68% +$313K ﹤0.01% 4292
2014
Q3 		$405K Sell
57,779
-700
-1% -$5.49K ﹤0.01% 4707
2014
Q2 		$487K Sell
58,479
-1,300
-2% -$11.2K ﹤0.01% 4591
2014
Q1 		$534K Buy
59,779
+3,725
+7% +$34.1K ﹤0.01% 4507
2013
Q4 		$570K Buy
+56,054
New +$448K ﹤0.01% 4354
2013
Q3 		– Sell
-16,800
Closed -$99K – 5355
2013
Q2 		$99K Buy
+16,800
New +$90.1K ﹤0.01% 5073

Other funds holding IRIX

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WCM
Weber Capital Management San Francisco, California $118M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Morgan Stanley's IRIX Position: Q2 2026 in Review

Morgan Stanley opened a new position in IRIDEX (IRIX) in Q2 2026: 305,193 shares worth $349K. The stake represents ﹤0.01% of the portfolio and ranks #5708 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in IRIX as recently as Q3 2024.

Morgan Stanley first reported a position in IRIX in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.09M in Q1 2015. 29 funds tracked by Wall St. Rank hold IRIX as of Q2 2026.

  • Morgan Stanley held 305,193 shares of IRIDEX worth $349K as of Q2 2026.
  • IRIDEX was a new Morgan Stanley position in Q2 2026.
  • IRIDEX made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5708 holding.
  • Morgan Stanley first reported a position in IRIDEX in Q2 2013 and has held it in 42 quarters since.
  • Morgan Stanley's IRIDEX position peaked at $1.09M in Q1 2015.
  • 29 funds tracked by Wall St. Rank held IRIDEX as of Q2 2026.

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