Morgan Stanley
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Morgan Stanley’s Invivyd IVVD Stock Holding History

Morgan Stanley’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5M Buy
5,730,948
+2,342,766
+69% +$2.94M ﹤0.01% 4232
2026
Q1 		$4.4M Buy
3,388,182
+1,749,815
+107% +$3.21M ﹤0.01% 4234
2025
Q4 		$4.05M Buy
1,638,367
+858,240
+110% +$1.78M ﹤0.01% 4344
2025
Q3 		$858K Buy
780,127
+266,678
+52% +$236K ﹤0.01% 5245
2025
Q2 		$367K Sell
513,449
-227,673
-31% -$162K ﹤0.01% 5605
2025
Q1 		$449K Buy
741,122
+540,176
+269% +$485K ﹤0.01% 5375
2024
Q4 		$89K Sell
200,946
-156,484
-44% -$122K ﹤0.01% 6102
2024
Q3 		$365K Buy
357,430
+113,340
+46% +$123K ﹤0.01% 5540
2024
Q2 		$268K Buy
244,090
+184,561
+310% +$408K ﹤0.01% 5553
2024
Q1 		$264K Buy
59,529
+54,314
+1,041% +$224K ﹤0.01% 5617
2023
Q4 		$20.5K Sell
5,215
-29,956
-85% -$56.7K ﹤0.01% 6442
2023
Q3 		$59.8K Sell
35,171
-45,148
-56% -$71.7K ﹤0.01% 6093
2023
Q2 		$84.3K Buy
80,319
+17,839
+29% +$22.8K ﹤0.01% 6018
2023
Q1 		$75K Buy
62,480
+17,111
+38% +$31.2K ﹤0.01% 6121
2022
Q4 		$68.1K Buy
45,369
+30,107
+197% +$83.7K ﹤0.01% 6152
2022
Q3 		$47K Sell
15,262
-8,453
-36% -$33.7K ﹤0.01% 6437
2022
Q2 		$78K Sell
23,715
-37,343
-61% -$117K ﹤0.01% 6397
2022
Q1 		$278K Buy
61,058
+1,966
+3% +$12K ﹤0.01% 5735
2021
Q4 		$430K Buy
59,092
+44,840
+315% +$1.17M ﹤0.01% 5635
2021
Q3 		$602K Buy
+14,252
New +$529K ﹤0.01% 5372

Other funds holding IVVD

JT
Jupiter Topco New York $245B AUM
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
M28 Capital Management Stamford, Connecticut $47.2M AUM 32.31% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Morgan Stanley's IVVD Position: Q2 2026 in Review

Morgan Stanley increased its Invivyd (IVVD) stake by 69% in Q2 2026, buying an estimated $2.94M and bringing the position to 5,730,948 shares worth $5M. The position accounts for ﹤0.01% of the portfolio, ranked #4232.

Morgan Stanley first reported a position in IVVD in Q3 2021 and has held it in 20 quarters since. 125 funds tracked by Wall St. Rank hold IVVD as of Q2 2026.

  • Morgan Stanley held 5,730,948 shares of Invivyd worth $5M as of Q2 2026.
  • Morgan Stanley bought 2,342,766 Invivyd shares in Q2 2026, an estimated $2.94M.
  • Invivyd made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4232 holding.
  • Morgan Stanley first reported a position in Invivyd in Q3 2021 and has held it in 20 quarters since.
  • 125 funds tracked by Wall St. Rank held Invivyd as of Q2 2026.

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