Morgan Stanley
IVA

Morgan Stanley’s Inventiva IVA Stock Holding History

Morgan Stanley’s Portfolio IVA Stock Details IVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.41M Buy
901,640
+288,283
+47% +$1.39M ﹤0.01% 4488
2026
Q1 		$3.4M Buy
613,357
+105,656
+21% +$644K ﹤0.01% 4387
2025
Q4 		$2.36M Buy
507,701
+477,921
+1,605% +$2.22M ﹤0.01% 4689
2025
Q3 		$172K Buy
29,780
+27,682
+1,319% +$121K ﹤0.01% 5944
2025
Q2 		$6.69K Buy
+2,098
New +$7.1K ﹤0.01% 6954
2024
Q4 		– Sell
-1,400
Closed -$2.61K – 8032
2024
Q3 		$2.61K Sell
1,400
-300
-18% -$702 ﹤0.01% 7076
2024
Q2 		$5.08K Sell
1,700
-4,600
-73% -$15.6K ﹤0.01% 6848
2024
Q1 		$22.8K Buy
6,300
+400
+7% +$1.54K ﹤0.01% 6449
2023
Q4 		$26.6K Buy
5,900
+4,600
+354% +$18.7K ﹤0.01% 6361
2023
Q3 		$5.46K Sell
1,300
-100
-7% -$388 ﹤0.01% 6897
2023
Q2 		$5.66K Sell
1,400
-4,500
-76% -$14.9K ﹤0.01% 6956
2023
Q1 		$21.5K Sell
5,900
-100
-2% -$529 ﹤0.01% 6599
2022
Q4 		$26.8K Buy
6,000
+4,500
+300% +$21.1K ﹤0.01% 6553
2022
Q3 		$6K Buy
1,500
+300
+25% +$1.4K ﹤0.01% 7207
2022
Q2 		$7K Buy
1,200
+800
+200% +$7.27K ﹤0.01% 7321
2022
Q1 		$4K Buy
400
+300
+300% +$3.65K ﹤0.01% 7634
2021
Q4 		$1K Hold
100
– – ﹤0.01% 7873
2021
Q3 		$1K Sell
100
-170
-63% -$2.24K ﹤0.01% 7781
2021
Q2 		$3K Buy
270
+57
+27% +$807 ﹤0.01% 7487
2021
Q1 		$3K Buy
+213
New +$3.26K ﹤0.01% 7214
2020
Q4 		– Sell
-3,300
Closed -$39K – 7066
2020
Q3 		$39K Buy
+3,300
New +$37.8K ﹤0.01% 5810

Other funds holding IVA

CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
AP
Andera Partners Paris $206M AUM
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
TECP
Trails Edge Capital Partners Atlanta, Georgia $630M AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SCM
Squadron Capital Management Westmont, Illinois $322M AUM

Morgan Stanley's IVA Position: Q2 2026 in Review

Morgan Stanley increased its Inventiva (IVA) stake by 47% in Q2 2026, buying an estimated $1.39M and bringing the position to 901,640 shares worth $3.41M. The position accounts for ﹤0.01% of the portfolio, ranked #4488.

Morgan Stanley first reported a position in IVA in Q3 2020 and has held it in 21 quarters since. 88 funds tracked by Wall St. Rank hold IVA as of Q2 2026.

  • Morgan Stanley held 901,640 shares of Inventiva worth $3.41M as of Q2 2026.
  • Morgan Stanley bought 288,283 Inventiva shares in Q2 2026, an estimated $1.39M.
  • Inventiva made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4488 holding.
  • Morgan Stanley first reported a position in Inventiva in Q3 2020 and has held it in 21 quarters since.
  • 88 funds tracked by Wall St. Rank held Inventiva as of Q2 2026.

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