Morgan Stanley’s Innovative Eyewear LUCY Stock Holding History

Morgan Stanley’s Portfolio LUCY Stock Details LUCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-180	Closed	-$468	–	8210
2025 Q1	$468	Sell	180 -137	-43%	-$635	﹤0.01%	7379
2024 Q4	$1.56K	Buy	317 +137	+76%	+$935	﹤0.01%	7232
2024 Q3	$1.5K	Hold	180	–	–	﹤0.01%	7178
2024 Q2	$1.78K	Hold	180	–	–	﹤0.01%	7080
2024 Q1	$984	Sell	180 -181	-50%	-$1.4K	﹤0.01%	7176
2023 Q4	$3.04K	Buy	361 +181	+101%	+$1.61K	﹤0.01%	7082
2023 Q3	$2.03K	Hold	180	–	–	﹤0.01%	7127
2023 Q2	$3.23K	Buy	+180	New	+$7.81K	﹤0.01%	7085
2023 Q1	–	Hold	0	–	-$1	–	7787
2022 Q4	–	Hold	0	–	–	–	7871

Other funds holding LUCY

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FDCDDQ

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Morgan Stanley's LUCY Position: Q2 2025 in Review

Morgan Stanley sold out of Innovative Eyewear (LUCY) in Q2 2025, closing a stake of 180 shares — an estimated $468 sold.

Morgan Stanley first reported a position in LUCY in Q2 2023 and held it in 8 quarters. The position peaked at $3.23K in Q2 2023. 9 funds tracked by Wall St. Rank hold LUCY as of Q2 2025.

Morgan Stanley reported no remaining Innovative Eyewear position as of Q2 2025 after selling out during the quarter.
Morgan Stanley sold 180 Innovative Eyewear shares in Q2 2025, an estimated $468.
Morgan Stanley first reported a position in Innovative Eyewear in Q2 2023 and held it in 8 quarters.
Morgan Stanley's Innovative Eyewear position peaked at $3.23K in Q2 2023.
9 funds tracked by Wall St. Rank held Innovative Eyewear as of Q2 2025.

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