Morgan Stanley
TAVI

Morgan Stanley’s Tavia Acquisition Corp TAVI Stock Holding History

Morgan Stanley’s Portfolio TAVI Stock Details TAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$845 Sell
80
-631
-89% -$6.63K ﹤0.01% 7457
2025
Q4 		$7.42K Sell
711
-14,708
-95% -$153K ﹤0.01% 6958
2025
Q3 		$160K Buy
15,419
+15,355
+23,992% +$158K ﹤0.01% 5974
2025
Q2 		$656 Buy
64
+49
+327% +$497 ﹤0.01% 7386
2025
Q1 		$151 Buy
+15
New +$150 ﹤0.01% 7507

Other funds holding TAVI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
TCM
Tenor Capital Management New York $6.49B AUM 3.01% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WC
Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Morgan Stanley's TAVI Position: Q1 2026 in Review

Morgan Stanley reduced its Tavia Acquisition Corp (TAVI) stake by 89% in Q1 2026, selling an estimated $6.63K and leaving 80 shares worth $845. The position accounts for ﹤0.01% of the portfolio, ranked #7457.

Morgan Stanley first reported a position in TAVI in Q1 2025 and has held it in 5 quarters since. The position peaked at $160K in Q3 2025. 36 funds tracked by Wall St. Rank hold TAVI as of Q1 2026.

  • Morgan Stanley held 80 shares of Tavia Acquisition Corp worth $845 as of Q1 2026.
  • Morgan Stanley sold 631 Tavia Acquisition Corp shares in Q1 2026, an estimated $6.63K.
  • Tavia Acquisition Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7457 holding.
  • Morgan Stanley first reported a position in Tavia Acquisition Corp in Q1 2025 and has held it in 5 quarters since.
  • Morgan Stanley's Tavia Acquisition Corp position peaked at $160K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Tavia Acquisition Corp as of Q1 2026.

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