Morgan Stanley

Morgan Stanley’s Adaptiv Select ETF ADPV Stock Holding History

Morgan Stanley’s Portfolio ADPV Stock Details ADPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$43	–	8405
2026 Q1	$43	Buy	+1	New	+$44	﹤0.01%	7994

Other funds holding ADPV

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

IronBridge Private Wealth Austin, Texas $304M AUM 26.93% 1-Year Est. Return

Royal Bank of Canada

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Ankerstar Wealth Leander, Texas $119M AUM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Morgan Stanley's ADPV Position: Q2 2026 in Review

Morgan Stanley sold out of Adaptiv Select ETF (ADPV) in Q2 2026, closing a stake of 1 share — an estimated $43 sold.

Morgan Stanley first reported a position in ADPV in Q1 2026 and held it in 1 quarter. The position peaked at $43 in Q1 2026. 18 funds tracked by Wall St. Rank hold ADPV as of Q2 2026.

Morgan Stanley reported no remaining Adaptiv Select ETF position as of Q2 2026 after selling out during the quarter.
Morgan Stanley sold 1 Adaptiv Select ETF share in Q2 2026, an estimated $43.
Morgan Stanley first reported a position in Adaptiv Select ETF in Q1 2026 and held it in 1 quarter.
Morgan Stanley's Adaptiv Select ETF position peaked at $43 in Q1 2026.
18 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.