Morgan Stanley
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Morgan Stanley’s Sound Equity Dividend Income ETF DIVY Stock Holding History

Morgan Stanley’s Portfolio DIVY Stock Details DIVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41 Buy
+1
New +$28 ﹤0.01% 8014
2025
Q4 		– Sell
-1
Closed -$35 – 8266
2025
Q3 		$35 Buy
+1
New +$26 ﹤0.01% 7947
2025
Q2 		– Sell
-1
Closed -$30 – 8140
2025
Q1 		$30 Hold
1
– – ﹤0.01% 7877
2024
Q4 		$41 Hold
1
– – ﹤0.01% 7676
2024
Q3 		$39 Hold
1
– – ﹤0.01% 7650
2024
Q2 		$32 Hold
1
– – ﹤0.01% 7639
2024
Q1 		$50 Buy
+1
New +$26 ﹤0.01% 7482

Other funds holding DIVY

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's DIVY Position: Q1 2026 in Review

Morgan Stanley opened a new position in Sound Equity Dividend Income ETF (DIVY) in Q1 2026: 1 share worth $41. The stake represents ﹤0.01% of the portfolio and ranks #8014 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in DIVY as recently as Q3 2025.

Morgan Stanley first reported a position in DIVY in Q1 2024 and has held it in 7 quarters since. The position peaked at $50 in Q1 2024. 18 funds tracked by Wall St. Rank hold DIVY as of Q1 2026.

  • Morgan Stanley held 1 share of Sound Equity Dividend Income ETF worth $41 as of Q1 2026.
  • Sound Equity Dividend Income ETF was a new Morgan Stanley position in Q1 2026.
  • Sound Equity Dividend Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8014 holding.
  • Morgan Stanley first reported a position in Sound Equity Dividend Income ETF in Q1 2024 and has held it in 7 quarters since.
  • Morgan Stanley's Sound Equity Dividend Income ETF position peaked at $50 in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Sound Equity Dividend Income ETF as of Q1 2026.

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