Morgan Stanley
MBLY icon

Morgan Stanley’s Mobileye MBLY Stock Holding History

Morgan Stanley’s Portfolio MBLY Stock Details MBLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.2M Sell
3,839,755
-175,918
-4% -$1.57M ﹤0.01% 2507
2026
Q1 		$27.6M Buy
4,015,673
+1,904,081
+90% +$17.2M ﹤0.01% 2648
2025
Q4 		$22M Sell
2,111,592
-793,766
-27% -$9.91M ﹤0.01% 2849
2025
Q3 		$41M Buy
2,905,358
+2,374,512
+447% +$35.3M ﹤0.01% 2186
2025
Q2 		$9.54M Sell
530,846
-811,342
-60% -$12.4M ﹤0.01% 3488
2025
Q1 		$19.3M Buy
1,342,188
+754,479
+128% +$12.3M ﹤0.01% 2729
2024
Q4 		$11.7M Buy
587,709
+211,022
+56% +$3.32M ﹤0.01% 3278
2024
Q3 		$5.16M Buy
376,687
+64,013
+20% +$1.12M ﹤0.01% 3938
2024
Q2 		$8.78M Sell
312,674
-461,907
-60% -$13.4M ﹤0.01% 3414
2024
Q1 		$24.9M Buy
774,581
+412,473
+114% +$11.7M ﹤0.01% 2461
2023
Q4 		$15.7M Sell
362,108
-105,855
-23% -$4.17M ﹤0.01% 2925
2023
Q3 		$19.4M Sell
467,963
-6,151,456
-93% -$237M ﹤0.01% 2486
2023
Q2 		$254M Buy
6,619,419
+5,744,952
+657% +$233M 0.03% 627
2023
Q1 		$37.8M Buy
874,467
+804,371
+1,148% +$31.5M ﹤0.01% 1810
2022
Q4 		$2.46M Buy
+70,096
New +$2.13M ﹤0.01% 4325

Other funds holding MBLY

IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley's MBLY Position: Q2 2026 in Review

Morgan Stanley reduced its Mobileye (MBLY) stake by 4.4% in Q2 2026, selling an estimated $1.57M and leaving 3,839,755 shares worth $37.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Morgan Stanley first reported a position in MBLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $254M in Q2 2023. 294 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

  • Morgan Stanley held 3,839,755 shares of Mobileye worth $37.2M as of Q2 2026.
  • Morgan Stanley sold 175,918 Mobileye shares in Q2 2026, an estimated $1.57M.
  • Mobileye made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2507 holding.
  • Morgan Stanley first reported a position in Mobileye in Q4 2022 and has held it in 15 quarters since.
  • Morgan Stanley's Mobileye position peaked at $254M in Q2 2023.
  • 294 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

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