Morgan Stanley’s SOBR Safe SOBR Stock Holding History

Morgan Stanley’s Portfolio SOBR Stock Details SOBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$502	Hold	1,001	–	–	﹤0.01%	7617
2025 Q4	$2.14K	Hold	1,001	–	–	﹤0.01%	7231
2025 Q3	$3.49K	Buy	1,001 +990	+9,000%	+$3.57K	﹤0.01%	7177
2025 Q2	$32	Sell	11 -30	-73%	-$105	﹤0.01%	7908
2025 Q1	$193	Buy	41 +31	+310%	+$255	﹤0.01%	7477
2024 Q4	$116	Buy	10 +5	+100%	+$254	﹤0.01%	7455
2024 Q3	$290	Buy	+5	New	+$680	﹤0.01%	7355
2023 Q3	–	Sell	-1	Closed	-$1.53K	–	7694
2023 Q2	$1.53K	Sell	1 -2	-67%	-$4.07K	﹤0.01%	7234
2023 Q1	$7.11K	Hold	3	–	–	﹤0.01%	6978
2022 Q4	$2.64K	Buy	+3	New	+$6.32K	﹤0.01%	7300
2022 Q3	–	Hold	0	–	–	–	7857
2022 Q2	–	Hold	0	–	–	–	7954

Other funds holding SOBR

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Morgan Stanley's SOBR Position: Q1 2026 in Review

Morgan Stanley held its SOBR Safe (SOBR) position steady in Q1 2026 at 1,001 shares worth $502. The position accounts for ﹤0.01% of the portfolio, ranked #7617.

Morgan Stanley first reported a position in SOBR in Q4 2022 and has held it in 10 quarters since. The position peaked at $7.11K in Q1 2023. 10 funds tracked by Wall St. Rank hold SOBR as of Q1 2026.

Morgan Stanley held 1,001 shares of SOBR Safe worth $502 as of Q1 2026.
Morgan Stanley left its SOBR Safe share count unchanged in Q1 2026.
SOBR Safe made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7617 holding.
Morgan Stanley first reported a position in SOBR Safe in Q4 2022 and has held it in 10 quarters since.
Morgan Stanley's SOBR Safe position peaked at $7.11K in Q1 2023.
10 funds tracked by Wall St. Rank held SOBR Safe as of Q1 2026.

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