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 Q2	$677K	Sell	92,986 -5,072	-5%	-$37.2K	0.03%	514
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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kovack Advisors's MSD Position: Q2 2026 in Review

Kovack Advisors reduced its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 5.2% in Q2 2026, selling an estimated $37.2K and leaving 92,986 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #514.

Kovack Advisors first reported a position in MSD in Q2 2024 and has held it in 9 quarters since. The position peaked at $712K in Q4 2025. 65 funds tracked by Wall St. Rank hold MSD as of Q2 2026.

Kovack Advisors held 92,986 shares of Morgan Stanley Emerging Markets Debt Fund worth $677K as of Q2 2026.
Kovack Advisors sold 5,072 Morgan Stanley Emerging Markets Debt Fund shares in Q2 2026, an estimated $37.2K.
Morgan Stanley Emerging Markets Debt Fund made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #514 holding.
Kovack Advisors first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2024 and has held it in 9 quarters since.
Kovack Advisors's Morgan Stanley Emerging Markets Debt Fund position peaked at $712K in Q4 2025.
65 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.