Morgan Stanley
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Morgan Stanley’s United States Copper Index Fund CPER Stock Holding History

Morgan Stanley’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$901K Buy
26,162
+12,299
+89% +$439K ﹤0.01% 5203
2025
Q4 		$485K Buy
13,863
+5,719
+70% +$183K ﹤0.01% 5535
2025
Q3 		$244K Buy
8,144
+670
+9% +$20.2K ﹤0.01% 5810
2025
Q2 		$236K Sell
7,474
-10,590
-59% -$314K ﹤0.01% 5789
2025
Q1 		$571K Sell
18,064
-5,899
-25% -$170K ﹤0.01% 5267
2024
Q4 		$603K Sell
23,963
-1,933
-7% -$51.7K ﹤0.01% 5345
2024
Q3 		$734K Sell
25,896
-17,579
-40% -$467K ﹤0.01% 5221
2024
Q2 		$1.18M Buy
43,475
+15,747
+57% +$443K ﹤0.01% 4855
2024
Q1 		$697K Sell
27,728
-24,194
-47% -$582K ﹤0.01% 5157
2023
Q4 		$1.25M Buy
51,922
+24,719
+91% +$572K ﹤0.01% 5198
2023
Q3 		$626K Buy
27,203
+19,186
+239% +$449K ﹤0.01% 5064
2023
Q2 		$186K Buy
8,017
+365
+5% +$8.62K ﹤0.01% 5678
2023
Q1 		$191K Sell
7,652
-5,513
-42% -$137K ﹤0.01% 5726
2022
Q4 		$304K Sell
13,165
-2,163
-14% -$47.5K ﹤0.01% 5484
2022
Q3 		$314K Buy
15,328
+12,245
+397% +$258K ﹤0.01% 5506
2022
Q2 		$68K Sell
3,083
-5,414
-64% -$142K ﹤0.01% 6464
2022
Q1 		$243K Buy
8,497
+2,444
+40% +$67.8K ﹤0.01% 5809
2021
Q4 		$165K Buy
6,053
+5
+0.1% +$134 ﹤0.01% 6165
2021
Q3 		$151K Buy
6,048
+3,392
+128% +$89.3K ﹤0.01% 6142
2021
Q2 		$70K Sell
2,656
-263
-9% -$7.14K ﹤0.01% 6509
2021
Q1 		$72K Sell
2,919
-60
-2% -$1.43K ﹤0.01% 6178
2020
Q4 		$65K Sell
2,979
-65
-2% -$1.32K ﹤0.01% 6068
2020
Q3 		$57K Sell
3,044
-60
-2% -$1.1K ﹤0.01% 5680
2020
Q2 		$53K Buy
3,104
+392
+14% +$6K ﹤0.01% 5657
2020
Q1 		$38K Sell
2,712
-539
-17% -$8.63K ﹤0.01% 5565
2019
Q4 		$57K Buy
3,251
+44
+1% +$740 ﹤0.01% 5823
2019
Q3 		$52K Sell
3,207
-934
-23% -$15.4K ﹤0.01% 5709
2019
Q2 		$70K Sell
4,141
-655
-14% -$11.4K ﹤0.01% 5476
2019
Q1 		$88K Sell
4,796
-1,521
-24% -$26.7K ﹤0.01% 5442
2018
Q4 		$104K Buy
6,317
+3,300
+109% +$56.7K ﹤0.01% 5542
2018
Q3 		$53K Sell
3,017
-5,375
-64% -$92.8K ﹤0.01% 5864
2018
Q2 		$157K Sell
8,392
-645
-7% -$12.7K ﹤0.01% 5618
2018
Q1 		$173K Sell
9,037
-13,075
-59% -$263K ﹤0.01% 5529
2017
Q4 		$466K Buy
22,112
+21,296
+2,610% +$425K ﹤0.01% 5013
2017
Q3 		$15K Sell
816
-262
-24% -$4.94K ﹤0.01% 6095
2017
Q2 		$19K Sell
1,078
-2
-0.2% -$34 ﹤0.01% 6098
2017
Q1 		$19K Sell
1,080
-41
-4% -$711 ﹤0.01% 6103
2016
Q4 		$18K Buy
1,121
+993
+776% +$15.7K ﹤0.01% 6028
2016
Q3 		$2K Hold
128
– – ﹤0.01% 6361
2016
Q2 		$2K Buy
128
+120
+1,500% +$1.7K ﹤0.01% 6361
2016
Q1 		$0 Hold
8
– – ﹤0.01% 6590
2015
Q4 		$0 Sell
8
-457
-98% -$6.63K ﹤0.01% 6682
2015
Q3 		$7K Buy
+465
New +$7.47K ﹤0.01% 6326
2015
Q2 		– Sell
-275
Closed -$5K – 6655
2015
Q1 		$5K Hold
275
– – ﹤0.01% 6336
2014
Q4 		$5K Sell
275
-2,000
-88% -$40.1K ﹤0.01% 6329
2014
Q3 		$46K Sell
2,275
-200
-8% -$4.3K ﹤0.01% 5756
2014
Q2 		$53K Buy
2,475
+2,200
+800% +$45.8K ﹤0.01% 5750
2014
Q1 		$6K Sell
275
-500
-65% -$10.7K ﹤0.01% 6214
2013
Q4 		$18K Buy
+775
New +$17.1K ﹤0.01% 5897

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Morgan Stanley's CPER Position: Q1 2026 in Review

Morgan Stanley increased its United States Copper Index Fund (CPER) stake by 89% in Q1 2026, buying an estimated $439K and bringing the position to 26,162 shares worth $901K. The position accounts for ﹤0.01% of the portfolio, ranked #5203.

Morgan Stanley first reported a position in CPER in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.25M in Q4 2023. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Morgan Stanley held 26,162 shares of United States Copper Index Fund worth $901K as of Q1 2026.
  • Morgan Stanley bought 12,299 United States Copper Index Fund shares in Q1 2026, an estimated $439K.
  • United States Copper Index Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5203 holding.
  • Morgan Stanley first reported a position in United States Copper Index Fund in Q4 2013 and has held it in 49 quarters since.
  • Morgan Stanley's United States Copper Index Fund position peaked at $1.25M in Q4 2023.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

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