Morgan Stanley’s ADS-TEC Energy ADSE Stock Holding History

Morgan Stanley’s Portfolio ADSE Stock Details ADSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$169K	Buy	13,235 +589	+5%	+$6.81K	﹤0.01%	6025
2026 Q1	$145K	Buy	+12,646	New	+$144K	﹤0.01%	6001
2025 Q4	–	Sell	-12,100	Closed	-$145K	–	8202
2025 Q3	$145K	Sell	12,100 -3,488	-22%	-$38.9K	﹤0.01%	6009
2025 Q2	$215K	Buy	15,588 +2,201	+16%	+$27.3K	﹤0.01%	5818
2025 Q1	$201K	Buy	13,387 +12,936	+2,868%	+$193K	﹤0.01%	5723
2024 Q4	$7K	Sell	451 -88	-16%	-$1.22K	﹤0.01%	6913
2024 Q3	$7.21K	Buy	+539	New	+$6.74K	﹤0.01%	6811
2023 Q2	–	Sell	-2,000	Closed	-$5.4K	–	7652
2023 Q1	$5.4K	Hold	2,000	–	–	﹤0.01%	7031
2022 Q4	$6.24K	Hold	2,000	–	–	﹤0.01%	7093
2022 Q3	$15K	Hold	2,000	–	–	﹤0.01%	6909
2022 Q2	$13K	Sell	2,000 -842	-30%	-$5.44K	﹤0.01%	7127
2022 Q1	$24K	Buy	2,842 +2,342	+468%	+$19.6K	﹤0.01%	7063
2021 Q4	$5K	Buy	+500	New	+$4.67K	﹤0.01%	7628

Other funds holding ADSE

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Robert Bosch Gerlingen Schillerhoehe, Germany $166M AUM 9.63% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Aureus Asset Management Boston, Massachusetts $1.65B AUM 26.32% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Morgan Stanley's ADSE Position: Q2 2026 in Review

Morgan Stanley increased its ADS-TEC Energy (ADSE) stake by 4.7% in Q2 2026, buying an estimated $6.81K and bringing the position to 13,235 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #6025.

Morgan Stanley first reported a position in ADSE in Q4 2021 and has held it in 13 quarters since. The position peaked at $215K in Q2 2025. 16 funds tracked by Wall St. Rank hold ADSE as of Q2 2026.

Morgan Stanley held 13,235 shares of ADS-TEC Energy worth $169K as of Q2 2026.
Morgan Stanley bought 589 ADS-TEC Energy shares in Q2 2026, an estimated $6.81K.
ADS-TEC Energy made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6025 holding.
Morgan Stanley first reported a position in ADS-TEC Energy in Q4 2021 and has held it in 13 quarters since.
Morgan Stanley's ADS-TEC Energy position peaked at $215K in Q2 2025.
16 funds tracked by Wall St. Rank held ADS-TEC Energy as of Q2 2026.

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