Morgan Stanley
STEM icon

Morgan Stanley’s Stem STEM Stock Holding History

Morgan Stanley’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$294K Sell
37,661
-10,374
-22% -$96.2K ﹤0.01% 5787
2026
Q1 		$425K Buy
48,035
+23,961
+100% +$322K ﹤0.01% 5558
2025
Q4 		$362K Buy
24,074
+652
+3% +$12.5K ﹤0.01% 5678
2025
Q3 		$410K Buy
23,422
+9,449
+68% +$134K ﹤0.01% 5592
2025
Q2 		$87.1K Sell
13,973
-10,985
-44% -$98.5K ﹤0.01% 6184
2025
Q1 		$175K Sell
24,958
-25,341
-50% -$293K ﹤0.01% 5787
2024
Q4 		$607K Buy
50,299
+3,431
+7% +$29.5K ﹤0.01% 5341
2024
Q3 		$326K Buy
46,868
+11,409
+32% +$180K ﹤0.01% 5577
2024
Q2 		$787K Sell
35,459
-34,340
-49% -$1.01M ﹤0.01% 5098
2024
Q1 		$3.06M Sell
69,799
-3,560
-5% -$198K ﹤0.01% 4306
2023
Q4 		$5.69M Sell
73,359
-29,428
-29% -$2.03M ﹤0.01% 3816
2023
Q3 		$8.72M Buy
102,787
+31,358
+44% +$3.58M ﹤0.01% 3250
2023
Q2 		$8.17M Sell
71,429
-9,923
-12% -$985K ﹤0.01% 3353
2023
Q1 		$9.23M Buy
81,352
+33,418
+70% +$5.66M ﹤0.01% 3221
2022
Q4 		$8.57M Sell
47,934
-155
-0.3% -$37.2K ﹤0.01% 3224
2022
Q3 		$12.8M Sell
48,089
-1,929
-4% -$493K ﹤0.01% 2689
2022
Q2 		$7.16M Sell
50,018
-3,277
-6% -$545K ﹤0.01% 3421
2022
Q1 		$11.7M Sell
53,295
-16,013
-23% -$3.73M ﹤0.01% 2722
2021
Q4 		$26.3M Buy
69,308
+62,642
+940% +$27.1M ﹤0.01% 1877
2021
Q3 		$3.19M Buy
6,666
+809
+14% +$426K ﹤0.01% 4165
2021
Q2 		$4.22M Buy
5,857
+5,808
+11,853% +$3.16M ﹤0.01% 3957
2021
Q1 		$26K Sell
49
-93
-65% -$59.7K ﹤0.01% 6630
2020
Q4 		$58K Buy
+142
New +$35.8K ﹤0.01% 6114

Other funds holding STEM

Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley's STEM Position: Q2 2026 in Review

Morgan Stanley reduced its Stem (STEM) stake by 22% in Q2 2026, selling an estimated $96.2K and leaving 37,661 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #5787.

Morgan Stanley first reported a position in STEM in Q4 2020 and has held it in 23 quarters since. The position peaked at $26.3M in Q4 2021. 73 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

  • Morgan Stanley held 37,661 shares of Stem worth $294K as of Q2 2026.
  • Morgan Stanley sold 10,374 Stem shares in Q2 2026, an estimated $96.2K.
  • Stem made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5787 holding.
  • Morgan Stanley first reported a position in Stem in Q4 2020 and has held it in 23 quarters since.
  • Morgan Stanley's Stem position peaked at $26.3M in Q4 2021.
  • 73 funds tracked by Wall St. Rank held Stem as of Q2 2026.

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