Morgan Stanley’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Morgan Stanley’s Portfolio BTAL Stock Details BTAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$394K	Buy	35,341 +1,084	+3%	+$13.2K	﹤0.01%	5654
2026 Q1	$478K	Sell	34,257 -631	-2%	-$8.85K	﹤0.01%	5509
2025 Q4	$502K	Buy	34,888 +392	+1%	+$5.89K	﹤0.01%	5512
2025 Q3	$549K	Buy	34,496 +20,801	+152%	+$343K	﹤0.01%	5463
2025 Q2	$242K	Sell	13,695 -647,819	-98%	-$12.6M	﹤0.01%	5778
2025 Q1	$13.8M	Buy	661,514 +8,001	+1%	+$152K	﹤0.01%	3054
2024 Q4	$12.1M	Sell	653,513 -372	-0.1%	-$7.16K	﹤0.01%	3252
2024 Q3	$12.8M	Buy	653,885 +46	+0%	+$915	﹤0.01%	3233
2024 Q2	$12.8M	Buy	653,839 +648,030	+11,156%	+$12.3M	﹤0.01%	3124
2024 Q1	$105K	Buy	5,809 +5,031	+647%	+$91.3K	﹤0.01%	5976
2023 Q4	$13.2K	Buy	+778	New	+$15.5K	﹤0.01%	6564
2023 Q1	–	Sell	-15	Closed	-$318	–	7721
2022 Q4	$318	Buy	+15	New	+$311	﹤0.01%	7599
2016 Q2	–	Sell	-1,000	Closed	-$22K	–	6515
2016 Q1	$22K	Buy	+1,000	New	+$22.4K	﹤0.01%	5888

Other funds holding BTAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

CGA

Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

Morgan Stanley's BTAL Position: Q2 2026 in Review

Morgan Stanley increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 3.2% in Q2 2026, buying an estimated $13.2K and bringing the position to 35,341 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #5654.

Morgan Stanley first reported a position in BTAL in Q1 2016 and has held it in 13 quarters since. The position peaked at $13.8M in Q1 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Morgan Stanley held 35,341 shares of AGF US Market Neutral Anti-Beta Fund worth $394K as of Q2 2026.
Morgan Stanley bought 1,084 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $13.2K.
AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5654 holding.
Morgan Stanley first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2016 and has held it in 13 quarters since.
Morgan Stanley's AGF US Market Neutral Anti-Beta Fund position peaked at $13.8M in Q1 2025.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

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