Morgan Stanley
CARY icon

Morgan Stanley’s Angel Oak Income ETF CARY Stock Holding History

Morgan Stanley’s Portfolio CARY Stock Details CARY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$169M Buy
8,156,835
+2,483,515
+44% +$51.7M 0.01% 1147
2026
Q1 		$118M Buy
5,673,320
+881,779
+18% +$18.5M 0.01% 1295
2025
Q4 		$99.8M Buy
4,791,541
+1,593,932
+50% +$33.4M 0.01% 1446
2025
Q3 		$66.9M Buy
3,197,609
+1,008,062
+46% +$21.1M ﹤0.01% 1764
2025
Q2 		$45.5M Buy
2,189,547
+2,148,748
+5,267% +$44.4M ﹤0.01% 2008
2025
Q1 		$847K Buy
40,799
+40,759
+101,898% +$844K ﹤0.01% 5085
2024
Q4 		$824 Buy
+40
New +$835 ﹤0.01% 7302

Other funds holding CARY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley's CARY Position: Q2 2026 in Review

Morgan Stanley increased its Angel Oak Income ETF (CARY) stake by 44% in Q2 2026, buying an estimated $51.7M and bringing the position to 8,156,835 shares worth $169M. The position accounts for 0.01% of the portfolio, ranked #1147.

Morgan Stanley first reported a position in CARY in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold CARY as of Q2 2026.

  • Morgan Stanley held 8,156,835 shares of Angel Oak Income ETF worth $169M as of Q2 2026.
  • Morgan Stanley bought 2,483,515 Angel Oak Income ETF shares in Q2 2026, an estimated $51.7M.
  • Angel Oak Income ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1147 holding.
  • Morgan Stanley first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 110 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q2 2026.

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