KA
MSD

Kovack Advisors’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Kovack Advisors’s Portfolio MSD Stock Details MSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$696K Buy
98,058
+1,696
+2% +$12.8K 0.04% 491
2025
Q4 		$712K Buy
96,362
+49,184
+104% +$362K 0.03% 475
2025
Q3 		$348K Sell
47,178
-3,074
-6% -$23.1K 0.03% 420
2025
Q2 		$388K Buy
50,252
+7,095
+16% +$54.1K 0.04% 397
2025
Q1 		$347K Buy
43,157
+3,750
+10% +$30.2K 0.04% 387
2024
Q4 		$303K Buy
39,407
+858
+2% +$6.61K 0.03% 444
2024
Q3 		$306K Buy
38,549
+8,742
+29% +$67.2K 0.03% 433
2024
Q2 		$219K Buy
+29,807
New +$214K 0.02% 506

Other funds holding MSD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kovack Advisors's MSD Position: Q1 2026 in Review

Kovack Advisors increased its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 1.8% in Q1 2026, buying an estimated $12.8K and bringing the position to 98,058 shares worth $696K. The position accounts for 0.04% of the portfolio, ranked #491.

Kovack Advisors first reported a position in MSD in Q2 2024 and has held it in 8 quarters since. The position peaked at $712K in Q4 2025. 58 funds tracked by Wall St. Rank hold MSD as of Q1 2026.

  • Kovack Advisors held 98,058 shares of Morgan Stanley Emerging Markets Debt Fund worth $696K as of Q1 2026.
  • Kovack Advisors bought 1,696 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2026, an estimated $12.8K.
  • Morgan Stanley Emerging Markets Debt Fund made up 0.04% of Kovack Advisors's portfolio in Q1 2026, its #491 holding.
  • Kovack Advisors first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2024 and has held it in 8 quarters since.
  • Kovack Advisors's Morgan Stanley Emerging Markets Debt Fund position peaked at $712K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.