Morgan Stanley
NOTE

Morgan Stanley’s FiscalNote NOTE Stock Holding History

Morgan Stanley’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-187,949
Closed -$276K – 8435
2025
Q4 		$276K Sell
187,949
-2,884
-2% -$8.77K ﹤0.01% 5793
2025
Q3 		$884K Buy
190,833
+7,059
+4% +$45.6K ﹤0.01% 5234
2025
Q2 		$1.18M Sell
183,774
-8,552
-4% -$64.1K ﹤0.01% 5017
2025
Q1 		$1.87M Sell
192,326
-258,290
-57% -$3.89M ﹤0.01% 4649
2024
Q4 		$5.79M Buy
450,616
+28,855
+7% +$352K ﹤0.01% 3878
2024
Q3 		$6.48M Buy
421,761
+104,944
+33% +$1.83M ﹤0.01% 3763
2024
Q2 		$5.55M Buy
316,817
+195,225
+161% +$3.1M ﹤0.01% 3789
2024
Q1 		$1.94M Sell
121,592
-94,889
-44% -$1.6M ﹤0.01% 4607
2023
Q4 		$2.96M Buy
216,481
+169,893
+365% +$2.8M ﹤0.01% 4725
2023
Q3 		$1.16M Sell
46,588
-2,958
-6% -$101K ﹤0.01% 4710
2023
Q2 		$2.16M Sell
49,546
-12,488
-20% -$351K ﹤0.01% 4377
2023
Q1 		$1.66M Buy
62,034
+61,516
+11,876% +$2.5M ﹤0.01% 4569
2022
Q4 		$39.4K Buy
518
+494
+2,058% +$33.5K ﹤0.01% 6393
2022
Q3 		$2K Buy
+24
New +$2.41K ﹤0.01% 7478

Other funds holding NOTE

Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley's NOTE Position: Q1 2026 in Review

Morgan Stanley sold out of FiscalNote (NOTE) in Q1 2026, closing a stake of 187,949 shares — an estimated $276K sold.

Morgan Stanley first reported a position in NOTE in Q3 2022 and held it in 14 quarters. The position peaked at $6.48M in Q3 2024. 4 funds tracked by Wall St. Rank hold NOTE as of Q1 2026.

  • Morgan Stanley reported no remaining FiscalNote position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 187,949 FiscalNote shares in Q1 2026, an estimated $276K.
  • Morgan Stanley first reported a position in FiscalNote in Q3 2022 and held it in 14 quarters.
  • Morgan Stanley's FiscalNote position peaked at $6.48M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held FiscalNote as of Q1 2026.

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