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
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
-17,874
-83% -$537K ﹤0.01% 5987
2023
Q4 		$749K Buy
21,408
+17,217
+411% +$616K ﹤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

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Morgan Stanley's WBX Position: Q1 2026 in Review

Morgan Stanley increased its Wallbox (WBX) stake by 137% in Q1 2026, buying an estimated $5.68K and bringing the position to 3,423 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #6996.

Morgan Stanley first reported a position in WBX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.73M in Q3 2022. 14 funds tracked by Wall St. Rank hold WBX as of Q1 2026.

  • Morgan Stanley held 3,423 shares of Wallbox worth $8.49K as of Q1 2026.
  • Morgan Stanley bought 1,977 Wallbox shares in Q1 2026, an estimated $5.68K.
  • Wallbox made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6996 holding.
  • Morgan Stanley first reported a position in Wallbox in Q4 2021 and has held it in 18 quarters since.
  • Morgan Stanley's Wallbox position peaked at $1.73M in Q3 2022.
  • 14 funds tracked by Wall St. Rank held Wallbox as of Q1 2026.

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