Morgan Stanley’s Aldel Financial II Inc ALDF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$739 Sell
70
-22
-24% -$232 ﹤0.01% 7516
2025
Q4
$965 Buy
92
+15
+19% +$157 ﹤0.01% 7378
2025
Q3
$805 Buy
77
+15
+24% +$156 ﹤0.01% 7419
2025
Q2
$650 Buy
62
+18
+41% +$186 ﹤0.01% 7388
2025
Q1
$445 Buy
+44
New +$441 ﹤0.01% 7387

Other funds holding ALDF

Morgan Stanley's ALDF Position: Q1 2026 in Review

Morgan Stanley reduced its Aldel Financial II Inc (ALDF) stake by 24% in Q1 2026, selling an estimated $232 and leaving 70 shares worth $739. The position accounts for ﹤0.01% of the portfolio, ranked #7516.

Morgan Stanley first reported a position in ALDF in Q1 2025 and has held it in 5 quarters since. The position peaked at $965 in Q4 2025. 49 funds tracked by Wall St. Rank hold ALDF as of Q1 2026.

  • Morgan Stanley held 70 shares of Aldel Financial II Inc worth $739 as of Q1 2026.
  • Morgan Stanley sold 22 Aldel Financial II Inc shares in Q1 2026, an estimated $232.
  • Aldel Financial II Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7516 holding.
  • Morgan Stanley first reported a position in Aldel Financial II Inc in Q1 2025 and has held it in 5 quarters since.
  • Morgan Stanley's Aldel Financial II Inc position peaked at $965 in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Aldel Financial II Inc as of Q1 2026.

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