MORGAN STANLEY ION D IONICS INC COM COM

Ownership history in MORGAN STANLEY  ·  25 quarters on record

AI Ownership Summary

MORGAN STANLEY reported D IONICS INC COM COM (ION) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows ION at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ION ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MORGAN STANLEY's position in D IONICS INC COM COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ION was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MORGAN STANLEY held ION — position size vs. price
% of Fund (quarterly)    ION price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1 0% 0.00% $80 2026-05-15 $60.40
2025 Q4 UNCHANGED 1 0% 0.00% $71 2026-02-13 $58.97
2025 Q3 REDUCED 83.3% +33.1% 1 -5 -83.3% 0.00% $71 2025-11-14 $45.06
2025 Q2 ADDED 6 +4 +200.0% 0.00% $178 2025-08-14 $33.33
2025 Q1 UNCHANGED 2 0% 0.00% $61 2025-05-15 $26.38
2024 Q4 ADDED 2 +1 +100.0% 0.00% $74 2025-02-14 $26.21
2024 Q3 UNCHANGED 1 0% 0.00% $52 2024-11-14 $27.61
2024 Q2 UNCHANGED 1 0% 0.00% $28 2024-08-14 $24.08
2024 Q1 REDUCED 100.0% -7.2% 1 -214,655 -100.0% 0.00% $30 2024-05-15 $31.27
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MORGAN STANLEY and ION

These are the practical questions this page is built to answer before you even open the full history table.

How long has MORGAN STANLEY reported owning ION?

MORGAN STANLEY reported ION across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ION position in MORGAN STANLEY's portfolio?

The largest reported portfolio weight for ION was 0.00% in 2025 Q2.

What is the latest reported ION position on this page?

The most recent filing on this page is 2026 Q1, when MORGAN STANLEY reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $80.

What does the chart on this ION ownership page compare?

The chart compares MORGAN STANLEY's quarterly ION portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MORGAN STANLEY time their ION position?

Based on 13F filing dates vs. subsequent ION price moves, MORGAN STANLEY correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ION relative to SPY over the holding period was +19.1%.

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