Morgan Stanley
WORX

Morgan Stanley’s SCWORX CORP NEW WORX Stock Holding History

Morgan Stanley’s Portfolio WORX Stock Details WORX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$194 – 8225
2024
Q4 		$194 Buy
+8
New +$176 ﹤0.01% 7417
2023
Q1 		– Hold
0
– -$4 – 7833
2022
Q4 		– Hold
0
– – – 7841
2022
Q2 		– Hold
0
– – – 7994
2022
Q1 		– Sell
-157
Closed -$37.2K – 8137
2021
Q4 		$45K Sell
157
-434
-73% -$159K ﹤0.01% 6863
2021
Q3 		$286K Buy
+591
New +$329K ﹤0.01% 5805
2020
Q4 		– Sell
-20
Closed -$7K – 7125
2020
Q3 		$7K Sell
20
-61
-75% -$23.6K ﹤0.01% 6378
2020
Q2 		$105K Buy
+81
New +$89.2K ﹤0.01% 5378
2019
Q2 		– Sell
-1
Closed -$1K – 6758
2019
Q1 		$1K Buy
+1
New +$1.21K ﹤0.01% 6539
2017
Q4 		– Hold
0
– – – 6662
2017
Q3 		– Hold
0
– – – 6625
2017
Q2 		– Hold
0
– – – 6661

Other funds holding WORX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Morgan Stanley's WORX Position: Q1 2025 in Review

Morgan Stanley sold out of SCWORX CORP NEW (WORX) in Q1 2025, closing a stake of 8 shares — an estimated $194 sold.

Morgan Stanley first reported a position in WORX in Q1 2019 and held it in 6 quarters. The position peaked at $286K in Q3 2021. 9 funds tracked by Wall St. Rank hold WORX as of Q1 2025.

  • Morgan Stanley reported no remaining SCWORX CORP NEW position as of Q1 2025 after selling out during the quarter.
  • Morgan Stanley sold 8 SCWORX CORP NEW shares in Q1 2025, an estimated $194.
  • Morgan Stanley first reported a position in SCWORX CORP NEW in Q1 2019 and held it in 6 quarters.
  • Morgan Stanley's SCWORX CORP NEW position peaked at $286K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held SCWORX CORP NEW as of Q1 2025.

Based on Morgan Stanley's 13F filing for Q1 2025, filed 15 May 2025.