Morgan Stanley’s Kaival Brands Innovations Group KAVL Stock Holding History

Morgan Stanley’s Portfolio KAVL Stock Details KAVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,315	Closed	-$725	–	8196
2025 Q1	$725	Buy	+1,315	New	+$1.25K	﹤0.01%	7328
2024 Q4	–	Sell	-843	Closed	-$944	–	8036
2024 Q3	$944	Buy	+843	New	+$785	﹤0.01%	7224
2023 Q4	–	Sell	-11	Closed	-$97	–	7870
2023 Q3	$97	Sell	11 -1,008	-99%	-$12.6K	﹤0.01%	7445
2023 Q2	$16.8K	Buy	1,019 +1,008	+9,164%	+$13.7K	﹤0.01%	6623
2023 Q1	$166	Hold	11	–	–	﹤0.01%	7528
2022 Q4	$206	Sell	11 -38	-78%	-$841	﹤0.01%	7643
2022 Q3	$1K	Buy	49 +38	+345%	+$949	﹤0.01%	7572
2022 Q2	$0	Hold	11	–	–	﹤0.01%	7892
2022 Q1	$0	Hold	11	–	–	﹤0.01%	8039
2021 Q4	$0	Hold	11	–	–	﹤0.01%	8039
2021 Q3	$0	Buy	+11	New	+$1.18K	﹤0.01%	7975

Other funds holding KAVL

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Morgan Stanley's KAVL Position: Q2 2025 in Review

Morgan Stanley sold out of Kaival Brands Innovations Group (KAVL) in Q2 2025, closing a stake of 1,315 shares — an estimated $725 sold.

Morgan Stanley first reported a position in KAVL in Q3 2021 and held it in 11 quarters. The position peaked at $16.8K in Q2 2023. 9 funds tracked by Wall St. Rank hold KAVL as of Q2 2025.

Morgan Stanley reported no remaining Kaival Brands Innovations Group position as of Q2 2025 after selling out during the quarter.
Morgan Stanley sold 1,315 Kaival Brands Innovations Group shares in Q2 2025, an estimated $725.
Morgan Stanley first reported a position in Kaival Brands Innovations Group in Q3 2021 and held it in 11 quarters.
Morgan Stanley's Kaival Brands Innovations Group position peaked at $16.8K in Q2 2023.
9 funds tracked by Wall St. Rank held Kaival Brands Innovations Group as of Q2 2025.

Based on Morgan Stanley's 13F filing for Q2 2025, filed 15 Aug 2025.