Morgan Stanley
AKRE

Morgan Stanley’s Akre Focus ETF AKRE Stock Holding History

Morgan Stanley’s Portfolio AKRE Stock Details AKRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8M Buy
278,727
+40,058
+17% +$2.16M ﹤0.01% 3376
2026
Q1 		$12.6M Buy
238,669
+16,260
+7% +$945K ﹤0.01% 3367
2025
Q4 		$14.6M Buy
+222,409
New +$14.4M ﹤0.01% 3228

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Morgan Stanley's AKRE Position: Q2 2026 in Review

Morgan Stanley increased its Akre Focus ETF (AKRE) stake by 17% in Q2 2026, buying an estimated $2.16M and bringing the position to 278,727 shares worth $14.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

Morgan Stanley first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Morgan Stanley held 278,727 shares of Akre Focus ETF worth $14.8M as of Q2 2026.
  • Morgan Stanley bought 40,058 Akre Focus ETF shares in Q2 2026, an estimated $2.16M.
  • Akre Focus ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3376 holding.
  • Morgan Stanley first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • 442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

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