Morgan Stanley
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Morgan Stanley’s Alger 35 ETF ATFV Stock Holding History

Morgan Stanley’s Portfolio ATFV Stock Details ATFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$86 Buy
2
+1
+100% +$38 ﹤0.01% 7976
2026
Q1 		$41 Hold
1
– – ﹤0.01% 8012
2025
Q4 		$66 Hold
1
– – ﹤0.01% 7774
2025
Q3 		$62 Hold
1
– – ﹤0.01% 7778
2025
Q2 		$52 Hold
1
– – ﹤0.01% 7767
2025
Q1 		$38 Hold
1
– – ﹤0.01% 7815
2024
Q4 		$40 Buy
+1
New +$24 ﹤0.01% 7692
2024
Q1 		– Sell
-1
Closed -$22 – 7829
2023
Q4 		$22 Buy
+1
New +$16 ﹤0.01% 7683

Other funds holding ATFV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.17B AUM 1.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Morgan Stanley's ATFV Position: Q2 2026 in Review

Morgan Stanley increased its Alger 35 ETF (ATFV) stake by 100% in Q2 2026, buying an estimated $38 and bringing the position to 2 shares worth $86. The position accounts for ﹤0.01% of the portfolio, ranked #7976.

Morgan Stanley first reported a position in ATFV in Q4 2023 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • Morgan Stanley held 2 shares of Alger 35 ETF worth $86 as of Q2 2026.
  • Morgan Stanley bought 1 Alger 35 ETF share in Q2 2026, an estimated $38.
  • Alger 35 ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7976 holding.
  • Morgan Stanley first reported a position in Alger 35 ETF in Q4 2023 and has held it in 8 quarters since.
  • 36 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

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