Morgan Stanley
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Morgan Stanley’s ProFrac Holding ACDC Stock Holding History

Morgan Stanley’s Portfolio ACDC Stock Details ACDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.36M Buy
541,489
+279,516
+107% +$1.5M ﹤0.01% 4400
2025
Q4 		$1.02M Sell
261,973
-44,470
-15% -$182K ﹤0.01% 5182
2025
Q3 		$1.13M Buy
306,443
+158,539
+107% +$873K ﹤0.01% 5114
2025
Q2 		$1.15M Sell
147,904
-48,974
-25% -$321K ﹤0.01% 5026
2025
Q1 		$1.49M Sell
196,878
-38,199
-16% -$293K ﹤0.01% 4786
2024
Q4 		$1.82M Sell
235,077
-112,949
-32% -$811K ﹤0.01% 4766
2024
Q3 		$2.36M Sell
348,026
-331,694
-49% -$2.33M ﹤0.01% 4528
2024
Q2 		$5.04M Sell
679,720
-67,314
-9% -$558K ﹤0.01% 3868
2024
Q1 		$6.25M Sell
747,034
-1,695,312
-69% -$13M ﹤0.01% 3737
2023
Q4 		$20.7M Buy
2,442,346
+2,075,655
+566% +$18.2M ﹤0.01% 3313
2023
Q3 		$3.99M Sell
366,691
-12,062
-3% -$140K ﹤0.01% 3911
2023
Q2 		$4.23M Buy
378,753
+189,855
+101% +$2.25M ﹤0.01% 3901
2023
Q1 		$2.39M Sell
188,898
-44,157
-19% -$859K ﹤0.01% 4345
2022
Q4 		$5.87M Buy
233,055
+130,018
+126% +$2.87M ﹤0.01% 3605
2022
Q3 		$1.57M Sell
103,037
-35,720
-26% -$643K ﹤0.01% 4597
2022
Q2 		$2.54M Buy
+138,757
New +$2.72M ﹤0.01% 4347

Other funds holding ACDC

FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CPI
Crestview Partners III New York $195M AUM 17.49% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley's ACDC Position: Q1 2026 in Review

Morgan Stanley increased its ProFrac Holding (ACDC) stake by 107% in Q1 2026, buying an estimated $1.5M and bringing the position to 541,489 shares worth $3.36M. The position accounts for ﹤0.01% of the portfolio, ranked #4400.

Morgan Stanley first reported a position in ACDC in Q2 2022 and has held it in 16 quarters since. The position peaked at $20.7M in Q4 2023. 138 funds tracked by Wall St. Rank hold ACDC as of Q1 2026.

  • Morgan Stanley held 541,489 shares of ProFrac Holding worth $3.36M as of Q1 2026.
  • Morgan Stanley bought 279,516 ProFrac Holding shares in Q1 2026, an estimated $1.5M.
  • ProFrac Holding made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4400 holding.
  • Morgan Stanley first reported a position in ProFrac Holding in Q2 2022 and has held it in 16 quarters since.
  • Morgan Stanley's ProFrac Holding position peaked at $20.7M in Q4 2023.
  • 138 funds tracked by Wall St. Rank held ProFrac Holding as of Q1 2026.

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