Morgan Stanley’s ActivePassive US Equity ETF APUE Stock Holding History

Morgan Stanley’s Portfolio APUE Stock Details APUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Sell	22,090 -1,110	-5%	-$49.5K	﹤0.01%	5200
2026 Q1	$930K	Buy	23,200 +11,393	+96%	+$475K	﹤0.01%	5179
2025 Q4	$492K	Sell	11,807 -300	-2%	-$12.4K	﹤0.01%	5527
2025 Q3	$494K	Sell	12,107 -980	-7%	-$38.3K	﹤0.01%	5503
2025 Q2	$492K	Sell	13,087 -3,531	-21%	-$123K	﹤0.01%	5463
2025 Q1	$565K	Buy	16,618 +4,084	+33%	+$146K	﹤0.01%	5274
2024 Q4	$448K	Hold	12,534	–	–	﹤0.01%	5471
2024 Q3	$442K	Buy	12,534 +9,272	+284%	+$315K	﹤0.01%	5462
2024 Q2	$109K	Buy	+3,262	New	+$105K	﹤0.01%	5933

Other funds holding APUE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Morgan Stanley's APUE Position: Q2 2026 in Review

Morgan Stanley reduced its ActivePassive US Equity ETF (APUE) stake by 4.8% in Q2 2026, selling an estimated $49.5K and leaving 22,090 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #5200.

Morgan Stanley first reported a position in APUE in Q2 2024 and has held it in 9 quarters since. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

Morgan Stanley held 22,090 shares of ActivePassive US Equity ETF worth $1.02M as of Q2 2026.
Morgan Stanley sold 1,110 ActivePassive US Equity ETF shares in Q2 2026, an estimated $49.5K.
ActivePassive US Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5200 holding.
Morgan Stanley first reported a position in ActivePassive US Equity ETF in Q2 2024 and has held it in 9 quarters since.
61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

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