Morgan Stanley
MKTW icon

Morgan Stanley’s MarketWise MKTW Stock Holding History

Morgan Stanley’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.9K Sell
2,667
-1,753
-40% -$27.1K ﹤0.01% 6422
2025
Q4 		$66.4K Buy
4,420
+404
+10% +$6.32K ﹤0.01% 6347
2025
Q3 		$66.4K Sell
4,016
-2,393
-37% -$43.9K ﹤0.01% 6307
2025
Q2 		$127K Buy
6,409
+1,855
+41% +$28.5K ﹤0.01% 6043
2025
Q1 		$45K Sell
4,554
-1,771
-28% -$21.2K ﹤0.01% 6308
2024
Q4 		$71.8K Sell
6,325
-583
-8% -$6.51K ﹤0.01% 6180
2024
Q3 		$92.3K Buy
6,908
+2,588
+60% +$47.5K ﹤0.01% 6038
2024
Q2 		$100K Sell
4,320
-3,504
-45% -$103K ﹤0.01% 5965
2024
Q1 		$271K Sell
7,824
-10,290
-57% -$436K ﹤0.01% 5605
2023
Q4 		$989K Buy
18,114
+10,210
+129% +$499K ﹤0.01% 5298
2023
Q3 		$253K Buy
7,904
+1,203
+18% +$40.8K ﹤0.01% 5475
2023
Q2 		$268K Buy
6,701
+538
+9% +$21.1K ﹤0.01% 5512
2023
Q1 		$228K Sell
6,163
-1,829
-23% -$73.5K ﹤0.01% 5656
2022
Q4 		$269K Sell
7,992
-393
-5% -$17.1K ﹤0.01% 5550
2022
Q3 		$381K Buy
8,385
+4,003
+91% +$236K ﹤0.01% 5406
2022
Q2 		$316K Buy
4,382
+2,515
+135% +$175K ﹤0.01% 5655
2022
Q1 		$176K Buy
1,867
+16
+0.9% +$1.74K ﹤0.01% 5990
2021
Q4 		$279K Buy
1,851
+296
+19% +$42.1K ﹤0.01% 5882
2021
Q3 		$257K Buy
1,555
+1,480
+1,973% +$288K ﹤0.01% 5867
2021
Q2 		$15K Sell
75
-5
-6% -$994 ﹤0.01% 7104
2021
Q1 		$16K Buy
+80
New +$16.6K ﹤0.01% 6800

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.53M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

Morgan Stanley's MKTW Position: Q1 2026 in Review

Morgan Stanley reduced its MarketWise (MKTW) stake by 40% in Q1 2026, selling an estimated $27.1K and leaving 2,667 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6422.

Morgan Stanley first reported a position in MKTW in Q1 2021 and has held it in 21 quarters since. The position peaked at $989K in Q4 2023. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • Morgan Stanley held 2,667 shares of MarketWise worth $49.9K as of Q1 2026.
  • Morgan Stanley sold 1,753 MarketWise shares in Q1 2026, an estimated $27.1K.
  • MarketWise made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6422 holding.
  • Morgan Stanley first reported a position in MarketWise in Q1 2021 and has held it in 21 quarters since.
  • Morgan Stanley's MarketWise position peaked at $989K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.