Morgan Stanley
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Morgan Stanley’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Morgan Stanley’s Portfolio CDL Stock Details CDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.9M Sell
617,131
-1,298
-0.2% -$98.5K ﹤0.01% 2276
2026
Q1 		$46.1M Buy
618,429
+43,454
+8% +$3.2M ﹤0.01% 2185
2025
Q4 		$39.6M Buy
574,975
+4,241
+0.7% +$292K ﹤0.01% 2314
2025
Q3 		$39.7M Buy
570,734
+3,524
+0.6% +$241K ﹤0.01% 2213
2025
Q2 		$37.8M Buy
567,210
+50,272
+10% +$3.27M ﹤0.01% 2182
2025
Q1 		$35.4M Buy
516,938
+23,885
+5% +$1.6M ﹤0.01% 2133
2024
Q4 		$32.2M Buy
493,053
+11,145
+2% +$755K ﹤0.01% 2264
2024
Q3 		$32.7M Buy
481,908
+10,157
+2% +$657K ﹤0.01% 2281
2024
Q2 		$28.8M Buy
471,751
+48,931
+12% +$3M ﹤0.01% 2277
2024
Q1 		$26.3M Sell
422,820
-15,378
-4% -$907K ﹤0.01% 2398
2023
Q4 		$25.6M Sell
438,198
-17,472
-4% -$962K ﹤0.01% 2423
2023
Q3 		$24.7M Buy
455,670
+9,375
+2% +$533K ﹤0.01% 2233
2023
Q2 		$25.2M Sell
446,295
-105,101
-19% -$5.93M ﹤0.01% 2235
2023
Q1 		$31.7M Sell
551,396
-59,950
-10% -$3.55M ﹤0.01% 1952
2022
Q4 		$36M Buy
611,346
+2,661
+0.4% +$154K ﹤0.01% 1786
2022
Q3 		$32.3M Buy
608,685
+74,640
+14% +$4.4M ﹤0.01% 1696
2022
Q2 		$31M Sell
534,045
-5,110
-0.9% -$313K ﹤0.01% 1809
2022
Q1 		$34M Buy
539,155
+131,128
+32% +$8.06M ﹤0.01% 1586
2021
Q4 		$24.9M Buy
408,027
+4,587
+1% +$271K ﹤0.01% 1930
2021
Q3 		$23M Sell
403,440
-4,523
-1% -$260K ﹤0.01% 1948
2021
Q2 		$23.1M Sell
407,963
-22,219
-5% -$1.27M ﹤0.01% 1994
2021
Q1 		$23.5M Buy
430,182
+6,668
+2% +$338K ﹤0.01% 1761
2020
Q4 		$20M Sell
423,514
-102,933
-20% -$4.58M ﹤0.01% 1811
2020
Q3 		$21.3M Sell
526,447
-92,988
-15% -$3.79M ﹤0.01% 1435
2020
Q2 		$24.5M Sell
619,435
-74,046
-11% -$2.85M 0.01% 1260
2020
Q1 		$24.4M Sell
693,481
-141,357
-17% -$6.4M 0.01% 1141
2019
Q4 		$42.2M Sell
834,838
-42,415
-5% -$2.08M 0.01% 1051
2019
Q3 		$42.1M Buy
877,253
+54,215
+7% +$2.55M 0.01% 956
2019
Q2 		$38.6M Buy
823,038
+205,467
+33% +$9.54M 0.01% 997
2019
Q1 		$28.4M Buy
617,571
+213,182
+53% +$9.53M 0.01% 1191
2018
Q4 		$16.7M Buy
404,389
+157,281
+64% +$6.95M 0.01% 1623
2018
Q3 		$11.4M Buy
247,108
+7,898
+3% +$365K ﹤0.01% 2275
2018
Q2 		$10.8M Buy
239,210
+38,006
+19% +$1.69M ﹤0.01% 2296
2018
Q1 		$8.89M Sell
201,204
-2,722
-1% -$123K ﹤0.01% 2453
2017
Q4 		$9.24M Sell
203,926
-22,973
-10% -$1.02M ﹤0.01% 2477
2017
Q3 		$9.82M Sell
226,899
-10,917
-5% -$465K ﹤0.01% 2297
2017
Q2 		$10M Buy
237,816
+47,742
+25% +$2M ﹤0.01% 2187
2017
Q1 		$7.94M Buy
190,074
+82,956
+77% +$3.41M ﹤0.01% 2426
2016
Q4 		$4.3M Buy
107,118
+86,024
+408% +$3.36M ﹤0.01% 3154
2016
Q3 		$815K Buy
21,094
+6,782
+47% +$261K ﹤0.01% 4188
2016
Q2 		$538K Buy
14,312
+7,966
+126% +$292K ﹤0.01% 4383
2016
Q1 		$234K Buy
+6,346
New +$219K ﹤0.01% 4888

Other funds holding CDL

AFW
Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MAS
MPWM Advisory Solutions Alpharetta, Georgia $218M AUM 21.98% 1-Year Est. Return

Morgan Stanley's CDL Position: Q2 2026 in Review

Morgan Stanley reduced its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) stake by 0.21% in Q2 2026, selling an estimated $98.5K and leaving 617,131 shares worth $47.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

Morgan Stanley first reported a position in CDL in Q1 2016 and has held it in 42 quarters since. 64 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

  • Morgan Stanley held 617,131 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $47.9M as of Q2 2026.
  • Morgan Stanley sold 1,298 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $98.5K.
  • VictoryShares US Large Cap High Div Volatility Wtd ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2276 holding.
  • Morgan Stanley first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2016 and has held it in 42 quarters since.
  • 64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

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