Morgan Stanley’s MDB Capital Holdings MDBH Stock Holding History

Morgan Stanley’s Portfolio MDBH Stock Details MDBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$354	Buy	101 +100	+10,000%	+$341	﹤0.01%	7757
2026 Q1	$3	Hold	1	–	–	﹤0.01%	8247
2025 Q4	$3	Hold	1	–	–	﹤0.01%	8168
2025 Q3	$3	Hold	1	–	–	﹤0.01%	8140
2025 Q2	$4	Hold	1	–	–	﹤0.01%	8055
2025 Q1	$6	Hold	1	–	–	﹤0.01%	8024
2024 Q4	$6	Hold	1	–	–	﹤0.01%	7925
2024 Q3	$8	Hold	1	–	–	﹤0.01%	7876
2024 Q2	$7	Buy	+1	New	+$9	﹤0.01%	7795
2024 Q1	–	Sell	-1,868	Closed	-$21.5K	–	7920
2023 Q4	$21.5K	Sell	1,868 -2,372	-56%	-$24.7K	﹤0.01%	6425
2023 Q3	$48.6K	Buy	+4,240	New	+$49.1K	﹤0.01%	6179

Other funds holding MDBH

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley's MDBH Position: Q2 2026 in Review

Morgan Stanley increased its MDB Capital Holdings (MDBH) stake by 10,000% in Q2 2026, buying an estimated $341 and bringing the position to 101 shares worth $354. The position accounts for ﹤0.01% of the portfolio, ranked #7757.

Morgan Stanley first reported a position in MDBH in Q3 2023 and has held it in 11 quarters since. The position peaked at $48.6K in Q3 2023. 5 funds tracked by Wall St. Rank hold MDBH as of Q2 2026.

Morgan Stanley held 101 shares of MDB Capital Holdings worth $354 as of Q2 2026.
Morgan Stanley bought 100 MDB Capital Holdings shares in Q2 2026, an estimated $341.
MDB Capital Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7757 holding.
Morgan Stanley first reported a position in MDB Capital Holdings in Q3 2023 and has held it in 11 quarters since.
Morgan Stanley's MDB Capital Holdings position peaked at $48.6K in Q3 2023.
5 funds tracked by Wall St. Rank held MDB Capital Holdings as of Q2 2026.

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