Morgan Stanley
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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley's CARY Position: Q1 2026 in Review

Morgan Stanley increased its Angel Oak Income ETF (CARY) stake by 18% in Q1 2026, buying an estimated $18.5M and bringing the position to 5,673,320 shares worth $118M. The position accounts for 0.01% of the portfolio, ranked #1295.

Morgan Stanley first reported a position in CARY in Q4 2024 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold CARY as of Q1 2026.

  • Morgan Stanley held 5,673,320 shares of Angel Oak Income ETF worth $118M as of Q1 2026.
  • Morgan Stanley bought 881,779 Angel Oak Income ETF shares in Q1 2026, an estimated $18.5M.
  • Angel Oak Income ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1295 holding.
  • Morgan Stanley first reported a position in Angel Oak Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 102 funds tracked by Wall St. Rank held Angel Oak Income ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.