Morgan Stanley
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Morgan Stanley’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Morgan Stanley’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.1M Sell
888,731
-32,407
-4% -$595K ﹤0.01% 3161
2025
Q4 		$16.9M Buy
921,138
+22,700
+3% +$418K ﹤0.01% 3089
2025
Q3 		$16.6M Sell
898,438
-18,110
-2% -$330K ﹤0.01% 3059
2025
Q2 		$16.7M Buy
916,548
+2,588
+0.3% +$46.2K ﹤0.01% 2982
2025
Q1 		$16.3M Sell
913,960
-141,411
-13% -$2.51M ﹤0.01% 2895
2024
Q4 		$18.5M Buy
1,055,371
+60,772
+6% +$1.09M ﹤0.01% 2827
2024
Q3 		$18.4M Buy
994,599
+80,492
+9% +$1.46M ﹤0.01% 2887
2024
Q2 		$16.1M Sell
914,107
-100,334
-10% -$1.76M ﹤0.01% 2898
2024
Q1 		$18M Sell
1,014,441
-971,585
-49% -$17.2M ﹤0.01% 2810
2023
Q4 		$35.8M Buy
1,986,026
+1,256,451
+172% +$21.5M ﹤0.01% 2800
2023
Q3 		$12.3M Sell
729,575
-179,677
-20% -$3.11M ﹤0.01% 2926
2023
Q2 		$16M Buy
909,252
+70,867
+8% +$1.25M ﹤0.01% 2701
2023
Q1 		$15M Sell
838,385
-82,193
-9% -$1.45M ﹤0.01% 2734
2022
Q4 		$15.9M Buy
920,578
+104,507
+13% +$1.8M ﹤0.01% 2573
2022
Q3 		$13.7M Sell
816,071
-157
-0% -$2.81K ﹤0.01% 2619
2022
Q2 		$14.4M Sell
816,228
-131,598
-14% -$2.41M ﹤0.01% 2650
2022
Q1 		$18.5M Sell
947,826
-284,651
-23% -$5.74M ﹤0.01% 2209
2021
Q4 		$26.3M Sell
1,232,477
-51,281
-4% -$1.09M ﹤0.01% 1878
2021
Q3 		$27.4M Buy
1,283,758
+97,185
+8% +$2.1M ﹤0.01% 1770
2021
Q2 		$25.6M Buy
1,186,573
+28,945
+3% +$619K ﹤0.01% 1893
2021
Q1 		$24.4M Sell
1,157,628
-16,087
-1% -$347K ﹤0.01% 1730
2020
Q4 		$25.9M Buy
1,173,715
+264,146
+29% +$5.75M ﹤0.01% 1569
2020
Q3 		$19.6M Buy
909,569
+208,671
+30% +$4.5M ﹤0.01% 1504
2020
Q2 		$14.8M Buy
700,898
+89,117
+15% +$1.84M ﹤0.01% 1633
2020
Q1 		$12.2M Buy
611,781
+142,279
+30% +$2.93M ﹤0.01% 1636
2019
Q4 		$9.77M Buy
469,502
+360,528
+331% +$7.49M ﹤0.01% 2461
2019
Q3 		$2.27M Buy
+108,974
New +$2.25M ﹤0.01% 3656

Other funds holding DIAL

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley's DIAL Position: Q1 2026 in Review

Morgan Stanley reduced its Columbia Diversified Fixed Income Allocation ETF (DIAL) stake by 3.5% in Q1 2026, selling an estimated $595K and leaving 888,731 shares worth $16.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3161.

Morgan Stanley first reported a position in DIAL in Q3 2019 and has held it in 27 quarters since. The position peaked at $35.8M in Q4 2023. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Morgan Stanley held 888,731 shares of Columbia Diversified Fixed Income Allocation ETF worth $16.1M as of Q1 2026.
  • Morgan Stanley sold 32,407 Columbia Diversified Fixed Income Allocation ETF shares in Q1 2026, an estimated $595K.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3161 holding.
  • Morgan Stanley first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2019 and has held it in 27 quarters since.
  • Morgan Stanley's Columbia Diversified Fixed Income Allocation ETF position peaked at $35.8M in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

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