Morgan Stanley
BOAT icon

Morgan Stanley’s SonicShares Global Shipping ETF BOAT Stock Holding History

Morgan Stanley’s Portfolio BOAT Stock Details BOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.6K Hold
436
– – ﹤0.01% 6882
2026
Q1 		$17.7K Buy
436
+103
+31% +$3.87K ﹤0.01% 6777
2025
Q4 		$10.5K Buy
333
+75
+29% +$2.38K ﹤0.01% 6878
2025
Q3 		$8.02K Hold
258
– – ﹤0.01% 6960
2025
Q2 		$7.34K Sell
258
-663
-72% -$18.4K ﹤0.01% 6934
2025
Q1 		$24.2K Buy
921
+325
+55% +$8.98K ﹤0.01% 6503
2024
Q4 		$16.7K Sell
596
-151
-20% -$4.81K ﹤0.01% 6627
2024
Q3 		$26.5K Sell
747
-101
-12% -$3.41K ﹤0.01% 6413
2024
Q2 		$31K Buy
848
+286
+51% +$9.87K ﹤0.01% 6325
2024
Q1 		$16.9K Buy
562
+445
+380% +$13.8K ﹤0.01% 6540
2023
Q4 		$3.53K Sell
117
-842
-88% -$23.8K ﹤0.01% 6919
2023
Q3 		$26.8K Hold
959
– – ﹤0.01% 6396
2023
Q2 		$25K Buy
959
+578
+152% +$16.7K ﹤0.01% 6493
2023
Q1 		$11.6K Hold
381
– – ﹤0.01% 6830
2022
Q4 		$10.6K Hold
381
– – ﹤0.01% 6913
2022
Q3 		$9K Sell
381
-700
-65% -$20.7K ﹤0.01% 7095
2022
Q2 		$31K Hold
1,081
– – ﹤0.01% 6819
2022
Q1 		$37K Buy
+1,081
New +$35K ﹤0.01% 6840

Other funds holding BOAT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
WI
Westbourne Investments Alexandria, Virginia $245M AUM 55.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley's BOAT Position: Q2 2026 in Review

Morgan Stanley held its SonicShares Global Shipping ETF (BOAT) position steady in Q2 2026 at 436 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6882.

Morgan Stanley first reported a position in BOAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $37K in Q1 2022. 26 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

  • Morgan Stanley held 436 shares of SonicShares Global Shipping ETF worth $16.6K as of Q2 2026.
  • Morgan Stanley left its SonicShares Global Shipping ETF share count unchanged in Q2 2026.
  • SonicShares Global Shipping ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6882 holding.
  • Morgan Stanley first reported a position in SonicShares Global Shipping ETF in Q1 2022 and has held it in 18 quarters since.
  • Morgan Stanley's SonicShares Global Shipping ETF position peaked at $37K in Q1 2022.
  • 26 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

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