Morgan Stanley
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Morgan Stanley’s Research Frontiers REFR Stock Holding History

Morgan Stanley’s Portfolio REFR Stock Details REFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.62K Hold
3,935
– – ﹤0.01% 7216
2025
Q4 		$5.16K Hold
3,935
– – ﹤0.01% 7059
2025
Q3 		$6.26K Hold
3,935
– – ﹤0.01% 7032
2025
Q2 		$6.45K Hold
3,935
– – ﹤0.01% 6963
2025
Q1 		$4.45K Hold
3,935
– – ﹤0.01% 7017
2024
Q4 		$6.73K Hold
3,935
– – ﹤0.01% 6926
2024
Q3 		$8.62K Sell
3,935
-85,422
-96% -$177K ﹤0.01% 6765
2024
Q2 		$164K Hold
89,357
– – ﹤0.01% 5754
2024
Q1 		$116K Sell
89,357
-108,857
-55% -$119K ﹤0.01% 5930
2023
Q4 		$200K Buy
198,214
+180,329
+1,008% +$187K ﹤0.01% 5951
2023
Q3 		$19.3K Sell
17,885
-4,484
-20% -$6.79K ﹤0.01% 6500
2023
Q2 		$35.8K Buy
22,369
+400
+2% +$647 ﹤0.01% 6351
2023
Q1 		$37.6K Buy
21,969
+10,000
+84% +$19.8K ﹤0.01% 6388
2022
Q4 		$22.9K Hold
11,969
– – ﹤0.01% 6632
2022
Q3 		$25K Sell
11,969
-1
-0% -$2 ﹤0.01% 6694
2022
Q2 		$21K Sell
11,970
-337
-3% -$610 ﹤0.01% 6965
2022
Q1 		$24K Buy
12,307
+193
+2% +$355 ﹤0.01% 7074
2021
Q4 		$21K Sell
12,114
-249
-2% -$533 ﹤0.01% 7205
2021
Q3 		$31K Sell
12,363
-15,739
-56% -$36.4K ﹤0.01% 6916
2021
Q2 		$67K Buy
28,102
+5,473
+24% +$13.6K ﹤0.01% 6535
2021
Q1 		$64K Sell
22,629
-4,491
-17% -$17.4K ﹤0.01% 6238
2020
Q4 		$76K Buy
27,120
+17,162
+172% +$48.4K ﹤0.01% 6023
2020
Q3 		$27K Sell
9,958
-5,732
-37% -$16.6K ﹤0.01% 5946
2020
Q2 		$63K Buy
15,690
+8,205
+110% +$30.4K ﹤0.01% 5601
2020
Q1 		$18K Sell
7,485
-3,777
-34% -$12.1K ﹤0.01% 5849
2019
Q4 		$34K Sell
11,262
-287
-2% -$920 ﹤0.01% 5962
2019
Q3 		$37K Buy
11,549
+3,149
+37% +$12K ﹤0.01% 5833
2019
Q2 		$28K Hold
8,400
– – ﹤0.01% 5825
2019
Q1 		$18K Hold
8,400
– – ﹤0.01% 6039
2018
Q4 		$13K Hold
8,400
– – ﹤0.01% 6116
2018
Q3 		$13K Hold
8,400
– – ﹤0.01% 6248
2018
Q2 		$7K Hold
8,400
– – ﹤0.01% 6374
2018
Q1 		$8K Hold
8,400
– – ﹤0.01% 6310
2017
Q4 		$9K Sell
8,400
-1,899
-18% -$2.06K ﹤0.01% 6238
2017
Q3 		$12K Sell
10,299
-599
-5% -$718 ﹤0.01% 6133
2017
Q2 		$15K Sell
10,898
-479
-4% -$602 ﹤0.01% 6154
2017
Q1 		$16K Sell
11,377
-10,800
-49% -$18.6K ﹤0.01% 6137
2016
Q4 		$41K Buy
22,177
+17,100
+337% +$35.4K ﹤0.01% 5804
2016
Q3 		$13K Sell
5,077
-3,363
-40% -$10.6K ﹤0.01% 6052
2016
Q2 		$31K Sell
8,440
-6,000
-42% -$25.2K ﹤0.01% 5697
2016
Q1 		$65K Sell
14,440
-819
-5% -$3.67K ﹤0.01% 5504
2015
Q4 		$80K Sell
15,259
-1,519
-9% -$7.62K ﹤0.01% 5520
2015
Q3 		$86K Buy
16,778
+533
+3% +$2.83K ﹤0.01% 5487
2015
Q2 		$87K Sell
16,245
-135
-0.8% -$795 ﹤0.01% 5650
2015
Q1 		$99K Sell
16,380
-568
-3% -$2.96K ﹤0.01% 5533
2014
Q4 		$87K Buy
16,948
+108
+0.6% +$547 ﹤0.01% 5604
2014
Q3 		$97K Sell
16,840
-1,509
-8% -$7.93K ﹤0.01% 5499
2014
Q2 		$111K Sell
18,349
-61,760
-77% -$330K ﹤0.01% 5450
2014
Q1 		$416K Buy
80,109
+66,954
+509% +$424K ﹤0.01% 4682
2013
Q4 		$76K Buy
+13,155
New +$71.5K ﹤0.01% 5452
2013
Q3 		– Sell
-15,729
Closed -$63K – 5373
2013
Q2 		$63K Buy
+15,729
New +$62.2K ﹤0.01% 5164

Other funds holding REFR

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley's REFR Position: Q1 2026 in Review

Morgan Stanley held its Research Frontiers (REFR) position steady in Q1 2026 at 3,935 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #7216.

Morgan Stanley first reported a position in REFR in Q2 2013 and has held it in 51 quarters since. The position peaked at $416K in Q1 2014. 35 funds tracked by Wall St. Rank hold REFR as of Q1 2026.

  • Morgan Stanley held 3,935 shares of Research Frontiers worth $3.62K as of Q1 2026.
  • Morgan Stanley left its Research Frontiers share count unchanged in Q1 2026.
  • Research Frontiers made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7216 holding.
  • Morgan Stanley first reported a position in Research Frontiers in Q2 2013 and has held it in 51 quarters since.
  • Morgan Stanley's Research Frontiers position peaked at $416K in Q1 2014.
  • 35 funds tracked by Wall St. Rank held Research Frontiers as of Q1 2026.

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