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
Q2 		$77.5K Buy
4,346
+1,679
+63% +$29K ﹤0.01% 6353
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
-1,233
-14% -$52.3K ﹤0.01% 5605
2023
Q4 		$494K Buy
9,057
+1,153
+15% +$56.4K ﹤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 $521B AUM 51.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRB
Sid R. Bass $2.6M AUM
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

Morgan Stanley's MKTW Position: Q2 2026 in Review

Morgan Stanley increased its MarketWise (MKTW) stake by 63% in Q2 2026, buying an estimated $29K and bringing the position to 4,346 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6353.

Morgan Stanley first reported a position in MKTW in Q1 2021 and has held it in 22 quarters since. The position peaked at $494K in Q4 2023. 51 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • Morgan Stanley held 4,346 shares of MarketWise worth $77.5K as of Q2 2026.
  • Morgan Stanley bought 1,679 MarketWise shares in Q2 2026, an estimated $29K.
  • MarketWise made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6353 holding.
  • Morgan Stanley first reported a position in MarketWise in Q1 2021 and has held it in 22 quarters since.
  • Morgan Stanley's MarketWise position peaked at $494K in Q4 2023.
  • 51 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

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