Morgan Stanley
WBX

Morgan Stanley’s Wallbox WBX Stock Holding History

Morgan Stanley’s Portfolio WBX Stock Details WBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.48K Sell
1,172
-2,251
-66% -$6.85K ﹤0.01% 7237
2026
Q1 		$8.49K Buy
3,423
+1,977
+137% +$5.68K ﹤0.01% 6996
2025
Q4 		$3.38K Sell
1,446
-5,727
-80% -$23.7K ﹤0.01% 7139
2025
Q3 		$32.1K Buy
7,173
+1,802
+34% +$8.82K ﹤0.01% 6543
2025
Q2 		$34.1K Buy
5,371
+78
+1% +$526 ﹤0.01% 6488
2025
Q1 		$34.7K Buy
5,293
+33
+0.6% +$301 ﹤0.01% 6388
2024
Q4 		$52.7K Buy
5,260
+2,403
+84% +$38K ﹤0.01% 6273
2024
Q3 		$69.7K Buy
2,857
+147
+5% +$4.02K ﹤0.01% 6125
2024
Q2 		$71K Sell
2,710
-824
-23% -$23.9K ﹤0.01% 6075
2024
Q1 		$100K Sell
3,534
-7,170
-67% -$215K ﹤0.01% 5987
2023
Q4 		$375K Buy
10,704
+6,513
+155% +$233K ﹤0.01% 5438
2023
Q3 		$189K Sell
4,191
-1,130
-21% -$73.7K ﹤0.01% 5606
2023
Q2 		$377K Buy
5,321
+1,477
+38% +$97.6K ﹤0.01% 5359
2023
Q1 		$376K Sell
3,844
-2,866
-43% -$286K ﹤0.01% 5418
2022
Q4 		$480K Sell
6,710
-4,279
-39% -$485K ﹤0.01% 5270
2022
Q3 		$1.73M Buy
10,989
+8,318
+311% +$1.48M ﹤0.01% 4535
2022
Q2 		$475K Buy
2,671
+1,708
+177% +$367K ﹤0.01% 5449
2022
Q1 		$246K Sell
963
-1,686
-64% -$447K ﹤0.01% 5801
2021
Q4 		$865K Buy
+2,649
New +$727K ﹤0.01% 5177

Other funds holding WBX

GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SNBOSCI
Security National Bank of Sioux City Iowa Sioux City, Iowa $244M AUM 23.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's WBX Position: Q2 2026 in Review

Morgan Stanley reduced its Wallbox (WBX) stake by 66% in Q2 2026, selling an estimated $6.85K and leaving 1,172 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #7237.

Morgan Stanley first reported a position in WBX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.73M in Q3 2022. 16 funds tracked by Wall St. Rank hold WBX as of Q2 2026.

  • Morgan Stanley held 1,172 shares of Wallbox worth $4.48K as of Q2 2026.
  • Morgan Stanley sold 2,251 Wallbox shares in Q2 2026, an estimated $6.85K.
  • Wallbox made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7237 holding.
  • Morgan Stanley first reported a position in Wallbox in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's Wallbox position peaked at $1.73M in Q3 2022.
  • 16 funds tracked by Wall St. Rank held Wallbox as of Q2 2026.

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